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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.02M 0.01%
22,652
-905
477
$1.02M 0.01%
21,090
+1,883
478
$1.02M 0.01%
4,272
-292
479
$1.02M 0.01%
87,976
-12,465
480
$1.01M 0.01%
+12,277
481
$1.01M 0.01%
6,378
+324
482
$1M 0.01%
4,076
+39
483
$996K 0.01%
263,445
+20,787
484
$991K 0.01%
6,504
+56
485
$986K 0.01%
17,378
+718
486
$984K 0.01%
1,091
+16
487
$972K 0.01%
10,466
488
$971K 0.01%
2,016
+142
489
$955K 0.01%
27,987
-293
490
$945K 0.01%
18,931
-1,786
491
$943K 0.01%
6,209
+2,119
492
$932K 0.01%
12,170
-1,632
493
$931K 0.01%
6,724
+1,142
494
$929K 0.01%
17,216
+184
495
$925K 0.01%
7,352
+670
496
$914K 0.01%
10,218
-612
497
$909K 0.01%
9,445
+1,391
498
$906K 0.01%
15,980
+4,524
499
$899K 0.01%
11,417
-365
500
$898K 0.01%
5,128
+776
18 19
20
21 22