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
576
$304K 0.01%
1,645
+336
577
$304K 0.01%
3,527
+280
578
$303K 0.01%
+1,475
579
$303K 0.01%
1,411
-128
580
$302K 0.01%
+1,806
581
$301K 0.01%
16,651
+3,042
582
$299K 0.01%
+1,068
583
$298K 0.01%
4,136
+113
584
$298K 0.01%
+14,204
585
$297K 0.01%
3,170
+660
586
$296K 0.01%
3,936
+20
587
$296K 0.01%
+2,520
588
$296K 0.01%
+3,377
589
$294K 0.01%
+10,272
590
$294K 0.01%
+8,466
591
$294K 0.01%
+4,468
592
$293K 0.01%
+856
593
$293K 0.01%
3,558
+16
594
$292K 0.01%
+5,638
595
$292K 0.01%
3,517
+497
596
$289K 0.01%
6,307
+17
597
$289K 0.01%
+3,548
598
$289K 0.01%
+5,272
599
$289K 0.01%
+3,188
600
$288K 0.01%
+11,508
22 23
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