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
676
$233K 0.01%
+6,542
677
$232K 0.01%
+11,950
678
$232K 0.01%
+6,827
679
$232K 0.01%
4,961
-607
680
$231K 0.01%
+1,953
681
$231K 0.01%
+3,263
682
$230K 0.01%
+1,103
683
$229K 0.01%
+4,093
684
$228K 0.01%
+2,411
685
$228K 0.01%
+1,046
686
$228K 0.01%
+12,780
687
$227K 0.01%
+6,343
688
$227K 0.01%
+6,807
689
$227K 0.01%
4,039
-4
690
$226K 0.01%
+1,873
691
$226K 0.01%
+6,681
692
$225K 0.01%
+2,825
693
$225K 0.01%
+10,433
694
$224K 0.01%
+28,053
695
$224K 0.01%
+3,700
696
$223K 0.01%
6,612
+17
697
$223K 0.01%
+2,424
698
$222K 0.01%
4,687
+279
699
$222K 0.01%
+9,380
700
$222K 0.01%
+934
26 27
28
29 30