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
626
$724K 0.01%
5,077
-2,916
627
$720K 0.01%
11,934
+2,114
628
$720K 0.01%
10,247
+4,777
629
$718K 0.01%
7,224
+2,474
630
$717K 0.01%
+10,357
631
$717K 0.01%
+10,241
632
$715K 0.01%
16,401
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633
$714K 0.01%
7,062
-1,542
634
$714K 0.01%
16,886
+2,676
635
$712K 0.01%
106,131
+69,473
636
$709K 0.01%
1,955
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637
$708K 0.01%
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638
$706K 0.01%
12,064
+6,008
639
$703K 0.01%
23,260
+1,565
640
$693K 0.01%
20,099
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641
$690K 0.01%
2,668
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642
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4,440
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643
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644
$684K 0.01%
36,887
+15,109
645
$681K 0.01%
21,032
+8,094
646
$678K 0.01%
21,174
+9,068
647
$676K 0.01%
+12,526
648
$676K 0.01%
120,003
+91,434
649
$674K 0.01%
+13,152
650
$673K 0.01%
10,866
-254
24 25
26
27 28