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
701
$547K 0.01%
8,935
-1,133
702
$546K 0.01%
8,400
-667
703
$544K 0.01%
+13,950
704
$544K 0.01%
20,635
+9,775
705
$543K 0.01%
+2,502
706
$537K 0.01%
5,330
+1,556
707
$537K 0.01%
5,472
+1,620
708
$535K 0.01%
9,179
-430
709
$533K 0.01%
15,964
-2,932
710
$533K 0.01%
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711
$532K 0.01%
15,416
-1,393
712
$530K 0.01%
7,664
+1,786
713
$528K 0.01%
15,518
+7,982
714
$527K 0.01%
+2,478
715
$523K 0.01%
10,081
-182
716
$523K 0.01%
+2,162
717
$518K 0.01%
2,280
+1,185
718
$516K 0.01%
+6,980
719
$515K 0.01%
50,573
+8,976
720
$514K 0.01%
+14,417
721
$513K 0.01%
441
+189
722
$512K 0.01%
9,233
+3,811
723
$511K 0.01%
15,333
+5,775
724
$510K 0.01%
+2,134
725
$510K 0.01%
3,360
+1,401
27 28
29
30 31