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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$886K 0.01%
15,301
-106
502
$883K 0.01%
+740
503
$880K 0.01%
2,252
-458
504
$879K 0.01%
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505
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8,453
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506
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7,449
+94
507
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8,147
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508
$859K 0.01%
242,658
+13,302
509
$858K 0.01%
22,024
-4,707
510
$858K 0.01%
22,468
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511
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16,323
-12,781
512
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6,682
-2,927
513
$850K 0.01%
+15,111
514
$848K 0.01%
11,446
-1,765
515
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17,895
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516
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517
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21,409
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518
$835K 0.01%
+17,502
519
$833K 0.01%
3,871
-2,067
520
$831K 0.01%
5,582
-2,437
521
$827K 0.01%
9,102
-12,841
522
$819K 0.01%
11,323
-2,254
523
$818K 0.01%
36,784
+1,178
524
$816K 0.01%
100,873
+34
525
$814K 0.01%
3,757
-402
19 20
21
22 23