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
526
$995K 0.01%
13,405
+4,670
527
$995K 0.01%
71,470
+2,505
528
$994K 0.01%
6,401
+48
529
$991K 0.01%
17,249
+7,889
530
$990K 0.01%
10,408
-143
531
$981K 0.01%
23,116
+5,681
532
$981K 0.01%
20,563
+12,934
533
$975K 0.01%
1,700
+731
534
$972K 0.01%
13,491
-162
535
$963K 0.01%
5,842
+1,828
536
$962K 0.01%
26,814
+17,641
537
$960K 0.01%
10,469
+6,672
538
$954K 0.01%
+24,094
539
$954K 0.01%
12,464
+8,543
540
$938K 0.01%
9,917
+3,662
541
$937K 0.01%
99,610
-2,803
542
$935K 0.01%
33,795
+31
543
$931K 0.01%
26,731
+10,619
544
$930K 0.01%
6,796
+1,730
545
$927K 0.01%
4,658
+3,152
546
$916K 0.01%
7,840
+3,648
547
$916K 0.01%
47,945
+15,231
548
$913K 0.01%
25,938
+7,019
549
$912K 0.01%
14,743
+10,981
550
$911K 0.01%
12,938
+8,554
20 21
22
23 24