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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1M 0.01%
4,567
-1,367
477
$996K 0.01%
16,660
+6,315
478
$985K 0.01%
83,172
-129,827
479
$983K 0.01%
10,830
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480
$983K 0.01%
17,053
-11,721
481
$982K 0.01%
17,032
-5,130
482
$975K 0.01%
10,466
483
$962K 0.01%
4,037
-1,123
484
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6,931
-1,363
485
$955K 0.01%
+46,740
486
$951K 0.01%
22,177
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487
$950K 0.01%
4,795
-10,606
488
$948K 0.01%
16,438
-9,060
489
$942K 0.01%
24,128
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490
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19,207
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492
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58,694
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493
$925K 0.01%
12,059
-4,561
494
$918K 0.01%
28,280
495
$907K 0.01%
7,628
-12
496
$901K 0.01%
380,000
497
$898K 0.01%
15,500
-7,347
498
$897K 0.01%
10,260
+1,728
499
$888K 0.01%
4,855
-987
500
$887K 0.01%
31,831
-632,724
18 19
20
21 22