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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$142K ﹤0.01%
31,582
-8,816
502
$136K ﹤0.01%
47,984
-9,813
503
$134K ﹤0.01%
19,083
+1,362
504
$132K ﹤0.01%
+11,000
505
$129K ﹤0.01%
55,648
+4,195
506
$122K ﹤0.01%
28,566
-7,909
507
$121K ﹤0.01%
13,000
508
$114K ﹤0.01%
11,184
509
$113K ﹤0.01%
17,667
-7,551
510
$108K ﹤0.01%
12,734
-8,964
511
$105K ﹤0.01%
15,081
-3,593
512
$104K ﹤0.01%
+26,513
513
$93K ﹤0.01%
18,563
-4,078
514
$88K ﹤0.01%
10,729
+572
515
$82K ﹤0.01%
45,654
+1,524
516
$75K ﹤0.01%
11,009
-20,863
517
$70K ﹤0.01%
14,997
-3,515
518
$63K ﹤0.01%
+23,793
519
$62K ﹤0.01%
15,287
-1,009
520
$51K ﹤0.01%
12,807
-6,499
521
$50K ﹤0.01%
32,279
-30,233
522
$47K ﹤0.01%
13,117
-2,910
523
$45K ﹤0.01%
13,953
-11,113
524
$45K ﹤0.01%
56,516
525
$43K ﹤0.01%
11,574
-8,266
19 20
21
22 23