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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36.6M 0.46%
121,501
-4,065
52
$35.1M 0.44%
1,541,124
+155,615
53
$34.2M 0.43%
380,157
+1,505
54
$33.8M 0.42%
118,707
+47,466
55
$33.7M 0.42%
87,824
-6,444
56
$31.8M 0.4%
113,823
-26,176
57
$31.3M 0.39%
+486,330
58
$31.2M 0.39%
742,881
+168,661
59
$31.2M 0.39%
396,192
+15,356
60
$30.5M 0.38%
633,640
-126,198
61
$30.4M 0.38%
179,490
-9,039
62
$29.7M 0.37%
71,171
-19,305
63
$29.5M 0.37%
135,161
+47,744
64
$29.1M 0.36%
39,775
-6,150
65
$29.1M 0.36%
466,698
+4,844
66
$28.5M 0.35%
168,089
-4,841
67
$27.6M 0.34%
208,998
+53,033
68
$26.9M 0.33%
706,941
+15,231
69
$26.5M 0.33%
513,192
+24,870
70
$26.5M 0.33%
261,852
-47
71
$26.4M 0.33%
1,146,980
+11,088
72
$26.2M 0.33%
828,707
+37,664
73
$26M 0.32%
414,951
-148,083
74
$25.2M 0.31%
459,053
+316,130
75
$25M 0.31%
45,058
+16,812
1 2
3
4 5