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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$203K 0.01%
+1,304
552
$202K 0.01%
+2,957
553
$190K 0.01%
+18,829
554
$182K 0.01%
+11,814
555
$182K 0.01%
10,000
556
$180K ﹤0.01%
19,908
-21,092
557
$178K ﹤0.01%
2,810
+1,805
558
$177K ﹤0.01%
+12,693
559
$175K ﹤0.01%
+16,898
560
$155K ﹤0.01%
+35,875
561
$150K ﹤0.01%
+22,097
562
$150K ﹤0.01%
+33,721
563
$148K ﹤0.01%
+27,047
564
$147K ﹤0.01%
+13,399
565
$144K ﹤0.01%
+12,381
566
$117K ﹤0.01%
+12,761
567
$116K ﹤0.01%
+5,200
568
$113K ﹤0.01%
19,222
-2,913
569
$110K ﹤0.01%
+11,435
570
$109K ﹤0.01%
+10,052
571
$105K ﹤0.01%
+15,997
572
$102K ﹤0.01%
+15,984
573
$91K ﹤0.01%
+20,996
574
$88K ﹤0.01%
+10,977
575
$86K ﹤0.01%
+2,750
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