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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$242K 0.01%
+3,566
502
$240K 0.01%
+7,956
503
$240K 0.01%
+517
504
$238K 0.01%
+2,617
505
$238K 0.01%
+5,299
506
$237K 0.01%
+3,996
507
$236K 0.01%
+3,276
508
$235K 0.01%
+3,471
509
$235K 0.01%
+1,767
510
$235K 0.01%
+1,216
511
$235K 0.01%
+3,968
512
$234K 0.01%
2,710
513
$234K 0.01%
+4,912
514
$234K 0.01%
+2,414
515
$233K 0.01%
+3,297
516
$233K 0.01%
+913
517
$231K 0.01%
+3,504
518
$230K 0.01%
+1,484
519
$230K 0.01%
+7,156
520
$229K 0.01%
+5,601
521
$228K 0.01%
+5,753
522
$226K 0.01%
+2,939
523
$226K 0.01%
+6,036
524
$224K 0.01%
+2,164
525
$223K 0.01%
+2,870
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