SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.19M 0.01%
33,118
+18,806
477
$1.19M 0.01%
4,650
+70
478
$1.19M 0.01%
108,744
+8,744
479
$1.17M 0.01%
63,893
+8,501
480
$1.17M 0.01%
4,419
+1,861
481
$1.16M 0.01%
5,667
+1,604
482
$1.16M 0.01%
9,609
+4,165
483
$1.16M 0.01%
1,399
+472
484
$1.16M 0.01%
+23,520
485
$1.15M 0.01%
110,338
+5,137
486
$1.15M 0.01%
+24,166
487
$1.14M 0.01%
8,256
+6,772
488
$1.14M 0.01%
20,767
-92
489
$1.13M 0.01%
22,991
+928
490
$1.13M 0.01%
82,188
+58,584
491
$1.12M 0.01%
2,213
+887
492
$1.12M 0.01%
66,436
+49,437
493
$1.12M 0.01%
2,450
+788
494
$1.12M 0.01%
22,847
+7,781
495
$1.12M 0.01%
5,160
+3,029
496
$1.1M 0.01%
16,385
+1,792
497
$1.1M 0.01%
1,979
+292
498
$1.1M 0.01%
9,775
+6,468
499
$1.09M 0.01%
12,519
+7,373
500
$1.09M 0.01%
72,813
+36,305
18 19
20
21 22