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
526
$834K 0.01%
5,984
+345
527
$834K 0.01%
21,701
-1,942
528
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11,901
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529
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36,458
-1,110,522
530
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13,097
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531
$825K 0.01%
16,827
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532
$823K 0.01%
11,420
-25,149
533
$823K 0.01%
2,970
+302
534
$822K 0.01%
7,630
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535
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22,999
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536
$818K 0.01%
8,851
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537
$813K 0.01%
14,352
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538
$809K 0.01%
23,378
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539
$805K 0.01%
39,765
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540
$804K 0.01%
3,308
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541
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380,000
542
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30,119
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543
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20,965
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544
$795K 0.01%
24,810
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545
$791K 0.01%
22,581
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546
$790K 0.01%
16,894
-19
547
$786K 0.01%
2,446
+272
548
$783K 0.01%
8,013
+909
549
$781K 0.01%
7,493
-181
550
$780K 0.01%
1,206
+91
20 21
22
23 24