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
576
$861K 0.01%
6,034
+2,406
577
$859K 0.01%
39,880
+27,241
578
$853K 0.01%
100,839
+2,246
579
$853K 0.01%
17,870
-2,502
580
$853K 0.01%
7,640
+368
581
$835K 0.01%
35,606
-1,910
582
$834K 0.01%
5,869
+2,893
583
$832K 0.01%
73,133
+44,278
584
$831K 0.01%
+7,870
585
$829K 0.01%
8,900
+1,978
586
$828K 0.01%
27,532
+15,982
587
$825K 0.01%
13,495
+5,700
588
$824K 0.01%
+20,667
589
$818K 0.01%
13,086
+9,201
590
$815K 0.01%
6,016
+3,456
591
$811K 0.01%
22,782
-1,429
592
$810K 0.01%
11,216
+5,287
593
$803K 0.01%
17,446
+435
594
$803K 0.01%
82,979
+11,952
595
$795K 0.01%
6,672
+2,705
596
$790K 0.01%
330,631
+271,372
597
$790K 0.01%
525
+329
598
$787K 0.01%
22,550
-185
599
$785K 0.01%
21,177
+5,485
600
$784K 0.01%
229,356
-17,475
22 23
24
25 26