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
676
$614K 0.01%
8,532
+583
677
$614K 0.01%
4,195
+389
678
$614K 0.01%
18,774
-15,215
679
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15,224
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680
$609K 0.01%
22,769
+3,566
681
$602K 0.01%
+1,964
682
$601K 0.01%
7,259
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683
$595K 0.01%
2,174
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684
$594K 0.01%
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-124
685
$594K 0.01%
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686
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687
$589K 0.01%
7,320
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688
$588K 0.01%
2,640
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689
$587K 0.01%
33,264
+12,656
690
$587K 0.01%
2,456
+1,315
691
$585K 0.01%
1,661
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692
$584K 0.01%
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693
$580K 0.01%
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694
$578K 0.01%
6,440
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695
$576K 0.01%
+22,089
696
$572K 0.01%
35,769
+21,190
697
$567K 0.01%
+14,298
698
$558K 0.01%
+7,216
699
$551K 0.01%
+3,170
700
$551K 0.01%
15,022
+4,376
26 27
28
29 30