SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
526
$807K 0.01%
10,287
-121
527
$806K 0.01%
11,794
-270
528
$804K 0.01%
1,115
-585
529
$803K 0.01%
33,360
-118
530
$801K 0.01%
21,521
+1,207
531
$800K 0.01%
10,192
-3,213
532
$800K 0.01%
8,054
-18,051
533
$795K 0.01%
21,170
-4,173
534
$795K 0.01%
1,472
-507
535
$794K 0.01%
18,293
-239
536
$792K 0.01%
14,741
+361
537
$789K 0.01%
4,812
-30
538
$788K 0.01%
11,123
-811
539
$788K 0.01%
5,983
-4,817
540
$788K 0.01%
17,817
+371
541
$786K 0.01%
2,668
-3,122
542
$786K 0.01%
7,533
-2,384
543
$785K 0.01%
6,634
-100
544
$784K 0.01%
12,101
+2,868
545
$782K 0.01%
24,117
+857
546
$781K 0.01%
9,380
-12,628
547
$776K 0.01%
5,959
-15,064
548
$772K 0.01%
14,833
-320
549
$769K 0.01%
19,326
-773
550
$768K 0.01%
4,922
-2,506
20 21
22
23 24