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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$895K 0.01%
102,206
+1,333
502
$893K 0.01%
12,409
+1,086
503
$892K 0.01%
746
+6
504
$885K 0.01%
7,554
+105
505
$883K 0.01%
88,022
+4,850
506
$880K 0.01%
5,336
+524
507
$876K 0.01%
4,962
+395
508
$873K 0.01%
9,800
+420
509
$872K 0.01%
2,334
+713
510
$871K 0.01%
4,737
-2,064
511
$871K 0.01%
5,991
+999
512
$864K 0.01%
8,445
-8
513
$861K 0.01%
22,360
+183
514
$861K 0.01%
12,264
+818
515
$859K 0.01%
5,151
+296
516
$859K 0.01%
4,896
+761
517
$858K 0.01%
15,160
+327
518
$858K 0.01%
22,215
+806
519
$846K 0.01%
15,142
-159
520
$845K 0.01%
2,215
+362
521
$842K 0.01%
59,289
+595
522
$841K 0.01%
42,325
+1,330
523
$837K 0.01%
16,085
-238
524
$836K 0.01%
7,376
+445
525
$834K 0.01%
15,404
-96
19 20
21
22 23