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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$396K 0.01%
3,628
-9,233
502
$396K 0.01%
+3,315
503
$394K 0.01%
+6,268
504
$393K 0.01%
22,580
+9,274
505
$392K 0.01%
5,721
+2,072
506
$392K 0.01%
3,438
507
$390K 0.01%
+1,393
508
$389K 0.01%
+7,946
509
$388K 0.01%
2,954
-92
510
$386K 0.01%
3,950
+626
511
$385K 0.01%
+12,031
512
$384K 0.01%
+10,920
513
$384K 0.01%
13,820
+4,700
514
$381K 0.01%
+12,300
515
$380K 0.01%
5,942
-1,359
516
$378K 0.01%
+19,525
517
$376K 0.01%
30,911
+18,177
518
$373K 0.01%
+6,089
519
$372K 0.01%
3,727
-814
520
$371K 0.01%
3,732
-542
521
$368K 0.01%
+16,384
522
$366K 0.01%
8,867
+1,583
523
$365K 0.01%
3,932
+968
524
$365K 0.01%
+22,445
525
$365K 0.01%
+16,560
19 20
21
22 23