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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$231K 0.01%
+4,140
577
$230K 0.01%
+5,204
578
$230K 0.01%
17,390
579
$230K 0.01%
37,084
+10,037
580
$230K 0.01%
+2,545
581
$230K 0.01%
3,785
+189
582
$230K 0.01%
+4,015
583
$229K 0.01%
526
+77
584
$228K 0.01%
4,772
+62
585
$228K 0.01%
453
+103
586
$227K 0.01%
+13,990
587
$227K 0.01%
+5,620
588
$226K 0.01%
+9,280
589
$225K 0.01%
+1,908
590
$225K 0.01%
+929
591
$225K 0.01%
+4,384
592
$225K 0.01%
1,356
-597
593
$224K 0.01%
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594
$222K 0.01%
26,877
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595
$221K 0.01%
38,718
+19,496
596
$220K 0.01%
+2,179
597
$219K 0.01%
+837
598
$219K 0.01%
+1,437
599
$217K 0.01%
+611
600
$216K 0.01%
+9,178
22 23
24
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