SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
726
$439K 0.01%
1,619
+153
727
$438K 0.01%
9,134
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729
$438K 0.01%
964
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731
$435K 0.01%
2,910
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11,662
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$430K 0.01%
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735
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51,570
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736
$426K 0.01%
5,508
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737
$425K 0.01%
31,845
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738
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11,328
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739
$421K 0.01%
1,787
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$421K 0.01%
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5,504
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744
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25,437
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745
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4,243
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746
$414K 0.01%
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$414K 0.01%
9,039
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748
$412K 0.01%
13,204
749
$412K 0.01%
4,687
+500
750
$412K 0.01%
56,557
28 29
30
31 32