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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$58.4M 0.7%
+2,275,971
27
$58M 0.7%
154,874
+7,656
28
$57.3M 0.69%
2,676,732
-333,984
29
$56.5M 0.68%
62,421
+7,636
30
$56M 0.67%
330,204
-1,582
31
$53.7M 0.65%
265,413
-9,668
32
$52.3M 0.63%
1,024,717
+37,199
33
$51.8M 0.62%
94,728
-1,597
34
$50.8M 0.61%
469,958
+33
35
$48.7M 0.59%
1,389,325
-1,557
36
$47M 0.57%
408,291
+19,019
37
$46.7M 0.56%
84,389
+4,758
38
$46M 0.55%
458,640
+35,887
39
$45.1M 0.54%
666,210
+25,497
40
$45.1M 0.54%
94,141
-749
41
$43.2M 0.52%
222,397
-74,880
42
$43.1M 0.52%
1,037,436
+155,942
43
$42.5M 0.51%
576,991
+162,040
44
$41.6M 0.5%
252,301
+3,306
45
$41.4M 0.5%
1,424,563
+1,299
46
$41.1M 0.5%
1,386,892
+94,674
47
$39.5M 0.48%
617,226
-4,398
48
$39.1M 0.47%
754,606
+36,250
49
$39M 0.47%
182,818
-334
50
$38.5M 0.46%
481,166
-182,996
1
2
3 4 5