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
701
$221K 0.01%
+4,315
702
$220K 0.01%
+2,658
703
$219K 0.01%
+7,661
704
$219K 0.01%
+1,936
705
$217K 0.01%
+900
706
$217K 0.01%
+4,087
707
$216K 0.01%
+2,568
708
$215K 0.01%
+7,452
709
$215K 0.01%
+2,099
710
$213K 0.01%
+8,697
711
$213K 0.01%
+2,454
712
$212K 0.01%
+1,743
713
$212K 0.01%
+12,602
714
$212K 0.01%
26,309
+7,226
715
$212K 0.01%
+9,068
716
$212K 0.01%
+3,766
717
$211K 0.01%
+2,775
718
$207K 0.01%
+1,302
719
$207K 0.01%
19,429
+6,429
720
$207K 0.01%
+2,573
721
$206K 0.01%
+6,693
722
$206K 0.01%
+3,579
723
$206K 0.01%
+4,164
724
$205K 0.01%
2,861
-589
725
$205K 0.01%
42,860
+19,067
27 28
29
30 31