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
51
$16M 0.39%
41,818
+2,583
52
$15.9M 0.39%
646,538
-48,308
53
$15.6M 0.38%
334,870
+59,866
54
$15.5M 0.38%
1,096,356
+346,441
55
$14.8M 0.36%
70,152
+8,687
56
$14.6M 0.36%
480,063
+20,246
57
$14.5M 0.36%
662,471
+87,327
58
$14.4M 0.35%
316,602
+11,898
59
$14.3M 0.35%
66,909
+10,028
60
$14.2M 0.35%
144,053
-14,594
61
$13.3M 0.33%
171,305
+76,880
62
$12.6M 0.31%
120,589
+43,679
63
$12.4M 0.3%
22,472
+4,399
64
$12.4M 0.3%
52,093
+30,850
65
$11.8M 0.29%
137,957
+18,797
66
$11.6M 0.28%
191,793
+360
67
$11.3M 0.28%
337,756
+615
68
$11.3M 0.28%
55,692
+3,095
69
$11.2M 0.27%
119,918
+11,363
70
$10.8M 0.27%
23,740
+6,143
71
$10.8M 0.27%
27,897
+7,562
72
$10.8M 0.26%
61,692
-8,817
73
$10.5M 0.26%
106,325
+31,744
74
$10.5M 0.26%
34,004
+10,122
75
$10.4M 0.26%
30,339
+3,394
1 2
3
4 5