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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$213K 0.01%
2,272
-1,166
477
$213K 0.01%
13,306
-97
478
$213K 0.01%
4,486
-582
479
$212K 0.01%
3,649
-1,258
480
$212K 0.01%
9,120
-312
481
$210K 0.01%
+7,440
482
$210K 0.01%
4,408
-3,648
483
$209K 0.01%
1,268
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484
$208K 0.01%
4,289
-2,046
485
$206K 0.01%
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486
$204K 0.01%
4,307
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487
$204K 0.01%
3,580
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488
$203K 0.01%
4,043
-1,358
489
$202K 0.01%
3,884
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490
$201K 0.01%
4,357
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491
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3,150
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502
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493
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42,734
+3,496
494
$176K 0.01%
13,476
495
$175K 0.01%
3,072
+194
496
$169K 0.01%
76,677
+21,662
497
$160K 0.01%
12,027
-3,475
498
$159K 0.01%
12,277
+2,150
499
$145K ﹤0.01%
38,875
500
$145K ﹤0.01%
35,495
-1,696
18 19
20
21 22