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
601
$288K 0.01%
+6,205
602
$286K 0.01%
+26,536
603
$286K 0.01%
+610
604
$285K 0.01%
+3,100
605
$283K 0.01%
57,151
+21,656
606
$282K 0.01%
1,747
+479
607
$281K 0.01%
95,267
+39,619
608
$281K 0.01%
700
+198
609
$280K 0.01%
3,574
+424
610
$278K 0.01%
+841
611
$277K 0.01%
+2,522
612
$277K 0.01%
+196
613
$276K 0.01%
+7,447
614
$274K 0.01%
+5,613
615
$274K 0.01%
+2,406
616
$273K 0.01%
+1,994
617
$272K 0.01%
+8,060
618
$271K 0.01%
+9,874
619
$271K 0.01%
+5,775
620
$270K 0.01%
+12,101
621
$270K 0.01%
+1,772
622
$269K 0.01%
+16,812
623
$269K 0.01%
+2,201
624
$269K 0.01%
+10,000
625
$267K 0.01%
+6,465
23 24
25
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