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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$58.7M 0.73%
297,277
+196,024
27
$55.1M 0.69%
275,081
-5,940
28
$53.5M 0.66%
664,162
+302,627
29
$52.8M 0.66%
108,836
-22,470
30
$50.7M 0.63%
987,518
+84,095
31
$50.7M 0.63%
147,218
-69,475
32
$50.6M 0.63%
96,325
-8,553
33
$49.5M 0.62%
1,390,882
-2,708,060
34
$47.1M 0.59%
331,786
-170,072
35
$46.3M 0.58%
79,631
+34,843
36
$45.2M 0.56%
389,272
+71,781
37
$43M 0.53%
1,423,264
-3,854
38
$42.6M 0.53%
54,785
-9,538
39
$42.1M 0.52%
94,890
+7,963
40
$41.9M 0.52%
416,017
+69,767
41
$41.6M 0.52%
314,100
-82,800
42
$41.2M 0.51%
422,753
+205,868
43
$40.6M 0.5%
469,925
+46
44
$40.4M 0.5%
248,995
+100,406
45
$39.1M 0.49%
718,356
+14,886
46
$39.1M 0.49%
1,292,218
+45,358
47
$38.6M 0.48%
640,713
-4,293
48
$38.2M 0.48%
621,624
-75,256
49
$37.6M 0.47%
183,152
+3,852
50
$37M 0.46%
881,494
-340,868
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