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
651
$672K 0.01%
33,113
+19,079
652
$670K 0.01%
+29,055
653
$670K 0.01%
+3,143
654
$668K 0.01%
+5,255
655
$667K 0.01%
1,753
+1
656
$661K 0.01%
18,532
+210
657
$661K 0.01%
19,044
+1,671
658
$659K 0.01%
3,685
+1,593
659
$656K 0.01%
3,980
+1,475
660
$645K 0.01%
19,684
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661
$642K 0.01%
27,892
-2,675
662
$642K 0.01%
5,438
+1,220
663
$642K 0.01%
20,845
-614
664
$641K 0.01%
+13,176
665
$641K 0.01%
5,902
+3,760
666
$638K 0.01%
10,345
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667
$634K 0.01%
4,395
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668
$632K 0.01%
4,982
+1,820
669
$628K 0.01%
20,314
+2,232
670
$628K 0.01%
8,677
+2,193
671
$627K 0.01%
32,669
-92
672
$627K 0.01%
15,153
-155
673
$621K 0.01%
13,739
+255
674
$615K 0.01%
4,222
+460
675
$614K 0.01%
10,320
+188
25 26
27
28 29