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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$329K 0.01%
2,379
+532
477
$324K 0.01%
94,071
+10,000
478
$323K 0.01%
+7,666
479
$323K 0.01%
7,693
+2,394
480
$323K 0.01%
+3,104
481
$319K 0.01%
+9,538
482
$318K 0.01%
7,008
+1,564
483
$317K 0.01%
1,056
+171
484
$316K 0.01%
2,379
+700
485
$316K 0.01%
+2,567
486
$316K 0.01%
8,738
+2,985
487
$314K 0.01%
11,628
-1,530
488
$314K 0.01%
6,857
+648
489
$314K 0.01%
6,624
-175
490
$313K 0.01%
+3,136
491
$313K 0.01%
+5,517
492
$311K 0.01%
14,560
+3,585
493
$309K 0.01%
2,334
+799
494
$309K 0.01%
+8,509
495
$309K 0.01%
15,826
+4,466
496
$308K 0.01%
14,707
-450
497
$307K 0.01%
1,283
+343
498
$306K 0.01%
3,078
+670
499
$301K 0.01%
+204
500
$299K 0.01%
3,450
18 19
20
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