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
551
$910K 0.01%
25,343
+10,332
552
$908K 0.01%
+10,466
553
$907K 0.01%
18,229
-2,818
554
$903K 0.01%
79,777
-1,906
555
$901K 0.01%
9,904
+4,548
556
$897K 0.01%
2,308
+405
557
$894K 0.01%
1,539
+1,077
558
$891K 0.01%
5,956
+1,572
559
$890K 0.01%
28,280
560
$890K 0.01%
18,936
+8,484
561
$887K 0.01%
318,396
-15,472
562
$886K 0.01%
+15,994
563
$883K 0.01%
6,121
+2,478
564
$879K 0.01%
+14,380
565
$876K 0.01%
1,942
+1,011
566
$875K 0.01%
+16,112
567
$874K 0.01%
9,689
+3,317
568
$874K 0.01%
13,211
+6,652
569
$873K 0.01%
+26,160
570
$873K 0.01%
15,407
-144
571
$871K 0.01%
+9,901
572
$869K 0.01%
6,384
+1,215
573
$868K 0.01%
4,952
+3,625
574
$867K 0.01%
10,970
+775
575
$862K 0.01%
10,723
+6,795
21 22
23
24 25