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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.5M 0.73%
220,253
+58,183
27
$29.1M 0.72%
1,162,257
+198,277
28
$27.8M 0.68%
331,488
+124,961
29
$25.3M 0.62%
178,818
+10,441
30
$23.4M 0.57%
593,239
+373,956
31
$23.3M 0.57%
470,066
-352,466
32
$23.1M 0.57%
1,018,467
-9,122
33
$22.8M 0.56%
517,705
+106,600
34
$22.3M 0.55%
+222,888
35
$20.3M 0.5%
262,435
+22,575
36
$20.3M 0.5%
404,431
+26,126
37
$20.1M 0.49%
834,540
-8,323
38
$19.5M 0.48%
176,954
+53,218
39
$19.4M 0.48%
174,755
+47,442
40
$18.3M 0.45%
206,178
+68,134
41
$17.7M 0.43%
345,972
+10,484
42
$17.6M 0.43%
265,066
+44,765
43
$17.5M 0.43%
65,907
-1,174
44
$17.4M 0.43%
96,569
+42,293
45
$17.2M 0.42%
182,492
-352,927
46
$17.1M 0.42%
379,831
+51,701
47
$16.6M 0.41%
349,010
+115,878
48
$16.5M 0.41%
52,374
+13,067
49
$16.4M 0.4%
91,266
-3,633
50
$16.3M 0.4%
345,363
+97,731
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2
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