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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$67.2M 0.83%
1,433,641
+387,391
27
$60.4M 0.75%
557,868
+39,817
28
$59.5M 0.74%
543,915
+79,958
29
$58.3M 0.72%
3,098,979
-31,188
30
$51.8M 0.64%
1,222,362
+108,773
31
$50.1M 0.62%
104,878
+21,526
32
$47.8M 0.59%
281,021
+59,679
33
$46.7M 0.58%
903,423
+156,465
34
$46.5M 0.58%
131,306
+97,107
35
$46.1M 0.57%
1,427,118
-270,761
36
$44.3M 0.55%
396,900
+349,490
37
$41.3M 0.51%
1,034,660
-9,219
38
$41.1M 0.51%
563,034
+66,026
39
$39M 0.48%
696,880
+358,038
40
$38.5M 0.48%
294,223
-16,194
41
$38.3M 0.48%
+469,879
42
$37.6M 0.47%
179,300
+62,158
43
$37.5M 0.47%
1,415,130
+983,799
44
$37.5M 0.47%
64,323
+50,378
45
$37.2M 0.46%
188,529
+101,431
46
$36.9M 0.46%
759,838
-53,788
47
$36.8M 0.46%
703,470
+26,137
48
$36.4M 0.45%
139,999
+106,377
49
$35.7M 0.44%
1,246,860
+95,136
50
$35.6M 0.44%
86,927
+13,493
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