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
726
$205K 0.01%
+2,698
727
$204K 0.01%
+6,014
728
$203K 0.01%
+9,025
729
$202K 0.01%
+28,028
730
$202K 0.01%
+2,001
731
$202K 0.01%
+3,995
732
$202K 0.01%
2,739
-790
733
$201K ﹤0.01%
+1,148
734
$201K ﹤0.01%
+11,037
735
$201K ﹤0.01%
+1,603
736
$199K ﹤0.01%
+16,036
737
$198K ﹤0.01%
+10,879
738
$198K ﹤0.01%
23,943
+8,656
739
$189K ﹤0.01%
3,232
+160
740
$185K ﹤0.01%
+21,770
741
$185K ﹤0.01%
+10,361
742
$184K ﹤0.01%
28,532
+9,969
743
$173K ﹤0.01%
+10,251
744
$172K ﹤0.01%
+10,644
745
$171K ﹤0.01%
+13,943
746
$162K ﹤0.01%
+425
747
$157K ﹤0.01%
+25,546
748
$154K ﹤0.01%
19,701
+2,034
749
$146K ﹤0.01%
+12,931
750
$146K ﹤0.01%
+10,248
28 29
30
31 32