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
751
$142K ﹤0.01%
+11,736
752
$142K ﹤0.01%
+22,569
753
$134K ﹤0.01%
60,759
+15,105
754
$132K ﹤0.01%
48,651
+667
755
$132K ﹤0.01%
+21,262
756
$130K ﹤0.01%
+103,971
757
$125K ﹤0.01%
+10,967
758
$123K ﹤0.01%
+17,441
759
$120K ﹤0.01%
10,566
-618
760
$120K ﹤0.01%
+12,324
761
$119K ﹤0.01%
+12,285
762
$116K ﹤0.01%
+26,774
763
$115K ﹤0.01%
+10,018
764
$113K ﹤0.01%
+42,586
765
$112K ﹤0.01%
25,423
+12,306
766
$112K ﹤0.01%
27,320
+16,858
767
$111K ﹤0.01%
15,177
+4,448
768
$110K ﹤0.01%
+18,611
769
$109K ﹤0.01%
+12,039
770
$103K ﹤0.01%
+31,468
771
$96.8K ﹤0.01%
25,265
-13,610
772
$91.2K ﹤0.01%
+1,335
773
$89.2K ﹤0.01%
20,821
+5,824
774
$89K ﹤0.01%
17,666
+4,859
775
$88.2K ﹤0.01%
+23,514
29 30
31
32 33