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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$434K 0.01%
6,178
+1,728
477
$433K 0.01%
+10,608
478
$432K 0.01%
1,741
+538
479
$429K 0.01%
+4,396
480
$426K 0.01%
+13,984
481
$426K 0.01%
1,333
+529
482
$424K 0.01%
+9,415
483
$423K 0.01%
2,473
+1,050
484
$412K 0.01%
12,202
+1,457
485
$411K 0.01%
+3,631
486
$410K 0.01%
8,194
-505
487
$408K 0.01%
14,700
+7,000
488
$408K 0.01%
5,329
+533
489
$407K 0.01%
6,208
+1,299
490
$406K 0.01%
9,334
491
$406K 0.01%
10,874
-8,243
492
$401K 0.01%
6,113
+1,973
493
$401K 0.01%
+2,968
494
$399K 0.01%
+4,189
495
$398K 0.01%
23,477
+11,450
496
$397K 0.01%
9,937
+1,568
497
$397K 0.01%
+4,971
498
$397K 0.01%
+5,302
499
$396K 0.01%
5,647
+1,812
500
$396K 0.01%
6,022
-470
18 19
20
21 22