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
51
$34.9M 0.43%
90,476
+36,392
52
$34.7M 0.43%
346,250
+8,371
53
$33.9M 0.42%
645,006
+173,610
54
$33.6M 0.42%
+683,202
55
$33M 0.41%
125,566
+23,732
56
$32.7M 0.41%
94,268
+61,896
57
$32.1M 0.4%
378,652
+357,481
58
$31.9M 0.4%
1,385,509
+139,804
59
$31.7M 0.39%
317,491
+69,674
60
$30.3M 0.38%
45,925
+35,529
61
$29.4M 0.36%
361,535
+36,258
62
$29.1M 0.36%
261,899
-34,116
63
$27.6M 0.34%
380,836
+45,021
64
$27.6M 0.34%
127,960
+16,482
65
$27.5M 0.34%
461,854
+25,717
66
$27.3M 0.34%
172,930
+11,299
67
$26.5M 0.33%
1,135,892
-44,408
68
$24.9M 0.31%
146,890
+64,156
69
$24.7M 0.31%
488,322
+54,652
70
$24.4M 0.3%
+691,710
71
$23.8M 0.29%
44,788
+38,503
72
$23M 0.29%
92,635
+28,768
73
$22.9M 0.28%
290,232
+56,232
74
$22.9M 0.28%
618,344
+56,913
75
$22.8M 0.28%
115,049
+14,011
1 2
3
4 5