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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.34%
39,307
-2,096
52
$10.8M 0.34%
123,736
-7,648
53
$10.7M 0.34%
247,632
+21,162
54
$10.4M 0.33%
108,555
-2,353
55
$10.3M 0.33%
191,433
-6,259
56
$10.3M 0.32%
462,118
-125,660
57
$10.1M 0.32%
43,833
-587
58
$9.98M 0.31%
337,141
-15,573
59
$9.88M 0.31%
749,915
+203,513
60
$9.78M 0.31%
36,868
-764
61
$9.62M 0.3%
267,852
-9,428
62
$9.5M 0.3%
56,881
-71
63
$9.49M 0.3%
224,755
-28,691
64
$9.36M 0.3%
195,978
-23,735
65
$9.36M 0.3%
65,055
-1,136
66
$9.32M 0.29%
233,132
+17,666
67
$9.32M 0.29%
102,154
-12,517
68
$9.26M 0.29%
52,597
+344
69
$9.24M 0.29%
488,926
-48,606
70
$9.19M 0.29%
115,543
-5,768
71
$9.17M 0.29%
18,073
+300
72
$9.03M 0.28%
156,022
-5,344
73
$8.86M 0.28%
54,276
+2,114
74
$8.69M 0.27%
68,861
-2,959
75
$8.33M 0.26%
219,283
+16,661
1 2
3
4 5