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
626
$266K 0.01%
+6,729
627
$266K 0.01%
+3,463
628
$266K 0.01%
+3,622
629
$265K 0.01%
+2,643
630
$264K 0.01%
4,769
+412
631
$264K 0.01%
+9,827
632
$264K 0.01%
+17,288
633
$263K 0.01%
+1,366
634
$263K 0.01%
11,009
+2,589
635
$261K 0.01%
+2,034
636
$257K 0.01%
+5,354
637
$257K 0.01%
+19,516
638
$257K 0.01%
15,056
-3,216
639
$257K 0.01%
+1,438
640
$257K 0.01%
4,647
+763
641
$256K 0.01%
+5,831
642
$254K 0.01%
+55,997
643
$254K 0.01%
+1,861
644
$254K 0.01%
26,791
+3,603
645
$252K 0.01%
+5,207
646
$252K 0.01%
+1,039
647
$251K 0.01%
+7,064
648
$249K 0.01%
+6,428
649
$249K 0.01%
+17,261
650
$248K 0.01%
+9,218
24 25
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