SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.15M 0.01%
4,935
+446
452
$1.15M 0.01%
377,726
+23,532
453
$1.15M 0.01%
25,051
+51
454
$1.14M 0.01%
11,698
+1,438
455
$1.14M 0.01%
26,238
+211
456
$1.13M 0.01%
17,108
-428
457
$1.13M 0.01%
4,388
+689
458
$1.13M 0.01%
5,630
+835
459
$1.12M 0.01%
29,575
+1,224
460
$1.12M 0.01%
+13,011
461
$1.12M 0.01%
3,634
+143
462
$1.11M 0.01%
19,104
-423
463
$1.11M 0.01%
96,810
+341
464
$1.1M 0.01%
80,125
-33
465
$1.09M 0.01%
3,552
+10
466
$1.08M 0.01%
16,865
+422
467
$1.06M 0.01%
17,699
+646
468
$1.05M 0.01%
4,814
+104
469
$1.05M 0.01%
33,389
+29
470
$1.04M 0.01%
22,669
+76
471
$1.04M 0.01%
8,722
+575
472
$1.03M 0.01%
34,822
+1,083
473
$1.03M 0.01%
24,203
+2,179
474
$1.03M 0.01%
27,537
+19,013
475
$1.02M 0.01%
108,744
17 18
19
20 21