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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.09M 0.01%
94,890
-39,077
502
$1.08M 0.01%
5,350
+608
503
$1.07M 0.01%
7,100
+4,484
504
$1.06M 0.01%
26,256
+2,724
505
$1.06M 0.01%
10,894
+4,705
506
$1.06M 0.01%
22,162
+8,843
507
$1.06M 0.01%
22,545
-1,451
508
$1.06M 0.01%
4,159
+1,154
509
$1.05M 0.01%
13,577
+2,287
510
$1.05M 0.01%
8,019
+4,429
511
$1.05M 0.01%
+13,590
512
$1.05M 0.01%
740
+129
513
$1.05M 0.01%
13,758
+4,095
514
$1.04M 0.01%
7,406
+2,781
515
$1.03M 0.01%
8,294
+3,880
516
$1.02M 0.01%
22,377
-80,114
517
$1.02M 0.01%
39,637
+26,630
518
$1.02M 0.01%
38,712
-1,210
519
$1.01M 0.01%
7,428
-1,770
520
$1.01M 0.01%
28,505
+2,737
521
$1.01M 0.01%
25,125
-7,658
522
$1M 0.01%
3,707
+2,259
523
$1M 0.01%
31,808
+11,428
524
$1M 0.01%
32,407
-1,288
525
$997K 0.01%
16,868
+8,502
19 20
21
22 23