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
601
$775K 0.01%
2,808
-263
602
$775K 0.01%
17,733
603
$773K 0.01%
+7,281
604
$772K 0.01%
14,077
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605
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380,000
+10,000
606
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33,478
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607
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+7,777
608
$769K 0.01%
19,675
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609
$768K 0.01%
6,734
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610
$763K 0.01%
538
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611
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7,355
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612
$757K 0.01%
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613
$755K 0.01%
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614
$752K 0.01%
620
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615
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12,073
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616
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$746K 0.01%
41,375
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618
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27,914
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619
$741K 0.01%
20,489
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620
$740K 0.01%
4,842
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$739K 0.01%
9,888
+5,153
622
$737K 0.01%
16,562
623
$732K 0.01%
+5,811
624
$726K 0.01%
9,614
+3,877
625
$725K 0.01%
+16,302
23 24
25
26 27