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
551
$334K 0.01%
+3,357
552
$334K 0.01%
4,440
-4,118
553
$334K 0.01%
+16,156
554
$332K 0.01%
+1,690
555
$329K 0.01%
+8,712
556
$329K 0.01%
+31,773
557
$327K 0.01%
+1,087
558
$326K 0.01%
+5,223
559
$322K 0.01%
3,643
+459
560
$321K 0.01%
+8,589
561
$321K 0.01%
2,612
+267
562
$320K 0.01%
+7,630
563
$317K 0.01%
+1,322
564
$316K 0.01%
+9,600
565
$315K 0.01%
+6,784
566
$315K 0.01%
11,144
-1,578
567
$314K 0.01%
+13,754
568
$314K 0.01%
4,880
+50
569
$314K 0.01%
+3,639
570
$312K 0.01%
+1,525
571
$312K 0.01%
+9,819
572
$309K 0.01%
+2,201
573
$309K 0.01%
+2,430
574
$306K 0.01%
+19,025
575
$304K 0.01%
19,497
+7,220
21 22
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