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
726
$509K 0.01%
+3,126
727
$509K 0.01%
3,162
+1,462
728
$508K 0.01%
+17,739
729
$497K 0.01%
57,682
+10,935
730
$496K 0.01%
+4,975
731
$496K 0.01%
+3,094
732
$494K 0.01%
22,870
+1,361
733
$494K 0.01%
12,447
+1,676
734
$493K 0.01%
7,629
+391
735
$492K 0.01%
2,531
+214
736
$490K 0.01%
6,492
+163
737
$490K 0.01%
1,357
+324
738
$489K 0.01%
33,840
+949
739
$489K 0.01%
33,859
740
$489K 0.01%
3,372
+196
741
$486K 0.01%
9,081
+759
742
$485K 0.01%
117,193
+5,374
743
$485K 0.01%
2,549
+153
744
$485K 0.01%
+1,960
745
$485K 0.01%
+18,169
746
$484K 0.01%
10,848
+1
747
$482K 0.01%
3,355
+1,207
748
$480K 0.01%
6,456
-5
749
$475K 0.01%
19,975
750
$474K 0.01%
12,264
+1,853
28 29
30
31 32