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
551
$766K 0.01%
16,913
+27
552
$764K 0.01%
4,631
-1,753
553
$763K 0.01%
20,724
-2,058
554
$759K 0.01%
13,119
-7,648
555
$758K 0.01%
13,746
+7
556
$757K 0.01%
38,909
-9,036
557
$753K 0.01%
4,524
-1,597
558
$752K 0.01%
40,995
+7,731
559
$752K 0.01%
7,104
-3,539
560
$748K 0.01%
5,639
-1,157
561
$748K 0.01%
4,352
-2,748
562
$747K 0.01%
17,449
-284
563
$747K 0.01%
21,038
+193
564
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1,339
-874
565
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15,065
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566
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11,068
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567
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11,287
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568
$736K 0.01%
5,938
-4,956
569
$733K 0.01%
4,992
-11,564
570
$727K 0.01%
7,479
-1,421
571
$725K 0.01%
+27,817
572
$725K 0.01%
2,174
-1,533
573
$724K 0.01%
12,447
-4,802
574
$720K 0.01%
+13,283
575
$718K 0.01%
5,376
-640
21 22
23
24 25