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
551
$776K 0.01%
3,492
+178
552
$776K 0.01%
5,928
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555
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555
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5,947
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557
$765K 0.01%
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558
$759K 0.01%
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+3,582
559
$758K 0.01%
40,440
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560
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3,045
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561
$753K 0.01%
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562
$747K 0.01%
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$746K 0.01%
3,792
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564
$744K 0.01%
17,604
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22,766
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$723K 0.01%
2,422
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570
$723K 0.01%
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$723K 0.01%
9,276
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572
$721K 0.01%
21,122
+6,083
573
$715K 0.01%
19,317
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574
$711K 0.01%
7,935
+862
575
$711K 0.01%
6,606
+647
21 22
23
24 25