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
651
$247K 0.01%
+7,322
652
$246K 0.01%
+2,227
653
$246K 0.01%
+11,352
654
$245K 0.01%
+5,002
655
$244K 0.01%
+4,445
656
$244K 0.01%
+7,283
657
$244K 0.01%
+2,025
658
$244K 0.01%
+3,213
659
$242K 0.01%
+1,419
660
$241K 0.01%
+2,154
661
$239K 0.01%
84,261
+7,584
662
$239K 0.01%
+2,678
663
$238K 0.01%
3,740
+160
664
$238K 0.01%
+5,142
665
$237K 0.01%
+2,631
666
$237K 0.01%
8,336
667
$237K 0.01%
+3,218
668
$236K 0.01%
+1,833
669
$236K 0.01%
+6,005
670
$236K 0.01%
+5,598
671
$236K 0.01%
+3,229
672
$236K 0.01%
5,732
+4
673
$236K 0.01%
+5,991
674
$236K 0.01%
39,193
-3,541
675
$235K 0.01%
2,846
-942
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