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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.3M 0.66%
+2,605,496
27
$24.1M 0.66%
860,258
+587,588
28
$24M 0.65%
900,013
+774,610
29
$20.6M 0.56%
221,546
+210,088
30
$20.3M 0.55%
42,762
+33,526
31
$19.9M 0.54%
+331,608
32
$18.9M 0.52%
71,602
+69,128
33
$18M 0.49%
124,140
+83,700
34
$17.1M 0.47%
75,518
+5,007
35
$17M 0.46%
+357,685
36
$16.4M 0.45%
+564,847
37
$15.6M 0.42%
132,608
+108,066
38
$15.1M 0.41%
275,181
+208,388
39
$15.1M 0.41%
266,748
+74,116
40
$15M 0.41%
+456,558
41
$14.9M 0.41%
93,970
+69,376
42
$14.7M 0.4%
717,000
+451,080
43
$14.6M 0.4%
283,001
+199,298
44
$14.4M 0.39%
127,805
+86,625
45
$14.4M 0.39%
264,927
+90,971
46
$14.2M 0.39%
153,282
+94,914
47
$14.2M 0.39%
+519,260
48
$14.1M 0.38%
551,416
+354,528
49
$14.1M 0.38%
214,155
+8,864
50
$14.1M 0.38%
131,435
+122,394
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