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
526
$364K 0.01%
+4,710
527
$364K 0.01%
+2,164
528
$363K 0.01%
+14,974
529
$362K 0.01%
5,669
+516
530
$361K 0.01%
+1,073
531
$360K 0.01%
+30,305
532
$360K 0.01%
+2,265
533
$356K 0.01%
+6,098
534
$351K 0.01%
19,697
+1,492
535
$350K 0.01%
753
+218
536
$349K 0.01%
4,167
+713
537
$349K 0.01%
+2,458
538
$346K 0.01%
+16,016
539
$346K 0.01%
+9,657
540
$345K 0.01%
+5,386
541
$343K 0.01%
8,436
+1,922
542
$342K 0.01%
+2,047
543
$341K 0.01%
5,954
+1,420
544
$339K 0.01%
+4,211
545
$339K 0.01%
1,888
+391
546
$339K 0.01%
50,848
+19,266
547
$339K 0.01%
+2,388
548
$337K 0.01%
+1,806
549
$337K 0.01%
+949
550
$336K 0.01%
+839
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