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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.3M 0.73%
80,742
+3,941
27
$26M 0.65%
489,850
+476,427
28
$25.9M 0.65%
941,549
-12,811
29
$25.6M 0.64%
1,029,172
+129,159
30
$22.3M 0.56%
839,284
-20,974
31
$22.1M 0.55%
+436,096
32
$22M 0.55%
255,766
+34,220
33
$20.7M 0.52%
+389,807
34
$20.1M 0.5%
44,506
+1,744
35
$19.6M 0.49%
140,460
+16,320
36
$19.2M 0.48%
342,141
+10,533
37
$18.4M 0.46%
135,222
+41,252
38
$17.7M 0.44%
70,923
-679
39
$17.3M 0.43%
372,245
+14,560
40
$15.9M 0.4%
578,268
+13,421
41
$15.9M 0.4%
97,872
-34,736
42
$15.7M 0.39%
216,292
+46,304
43
$15.7M 0.39%
150,870
-2,412
44
$15.6M 0.39%
467,391
+10,833
45
$15.2M 0.38%
185,366
+26,287
46
$15.2M 0.38%
302,902
+39,265
47
$15M 0.38%
534,066
+93,060
48
$14.8M 0.37%
562,184
+42,924
49
$14.6M 0.36%
145,555
+7,158
50
$14.3M 0.36%
762,196
+45,196
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