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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.4M 0.74%
1,027,589
+225
27
$23.3M 0.74%
206,527
-31,224
28
$21.4M 0.68%
168,377
-15,163
29
$20.8M 0.66%
963,980
+99,310
30
$19M 0.6%
378,305
-54,018
31
$18.2M 0.57%
239,860
-24,615
32
$17.9M 0.57%
67,081
-5,539
33
$17.9M 0.56%
842,863
-47,286
34
$17.1M 0.54%
694,846
-82,360
35
$16.9M 0.53%
162,070
+9,914
36
$16M 0.51%
411,105
+15,300
37
$15.7M 0.49%
158,647
+16,330
38
$15.6M 0.49%
335,488
-5,921
39
$14M 0.44%
39,235
-3,561
40
$13.8M 0.43%
328,130
-23,083
41
$13.7M 0.43%
304,704
-5,431
42
$13.6M 0.43%
94,899
-8,116
43
$13.3M 0.42%
138,044
-5,036
44
$13.2M 0.41%
220,301
+3,567
45
$12.1M 0.38%
61,465
-5,866
46
$11.8M 0.37%
459,817
-10,625
47
$11.8M 0.37%
275,004
-3,331
48
$11.6M 0.37%
70,509
-21,123
49
$11.6M 0.36%
575,144
-8,131
50
$11M 0.35%
127,313
-1,218
1
2
3 4 5