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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.5M 0.46%
45,239
+5,464
52
$38.4M 0.46%
122,903
+4,196
53
$34M 0.41%
129,541
+15,718
54
$34M 0.41%
392,000
+11,843
55
$33.9M 0.41%
98,622
+10,798
56
$33.5M 0.4%
332,835
-83,182
57
$33.1M 0.4%
200,884
+63,698
58
$32.8M 0.4%
242,202
+93,984
59
$32.8M 0.4%
72,525
+1,354
60
$32.8M 0.4%
189,129
+9,639
61
$32.1M 0.39%
150,440
+81,727
62
$32.1M 0.39%
418,926
+22,734
63
$32.1M 0.39%
511,586
+25,256
64
$31.8M 0.38%
801,237
+518,369
65
$30.1M 0.36%
117,141
-4,360
66
$29.1M 0.35%
543,017
+29,825
67
$29M 0.35%
1,085,285
+118,671
68
$28.6M 0.34%
476,454
+9,756
69
$28.6M 0.34%
693,476
-49,405
70
$28.6M 0.34%
742,393
+35,452
71
$28.3M 0.34%
592,414
-41,226
72
$27.6M 0.33%
862,152
+33,445
73
$27.6M 0.33%
135,507
+346
74
$27.1M 0.33%
296,387
+160,548
75
$26.8M 0.32%
163,088
-5,001
1 2
3
4 5