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
751
$473K 0.01%
+21,875
752
$472K 0.01%
8,725
+2,852
753
$472K 0.01%
3,574
+1,326
754
$471K 0.01%
8,119
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755
$471K 0.01%
6,598
+1,191
756
$464K 0.01%
7,058
+1,579
757
$463K 0.01%
+11,643
758
$461K 0.01%
+5,526
759
$460K 0.01%
+42,385
760
$460K 0.01%
1,679
+679
761
$460K 0.01%
3,919
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762
$459K 0.01%
1,029
+262
763
$457K 0.01%
2,293
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764
$452K 0.01%
6,043
+2,561
765
$452K 0.01%
32,727
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766
$450K 0.01%
3,670
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767
$450K 0.01%
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768
$448K 0.01%
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769
$447K 0.01%
2,169
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770
$444K 0.01%
12,167
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771
$443K 0.01%
3,637
+1,526
772
$442K 0.01%
7,910
+580
773
$442K 0.01%
10,051
-8
774
$442K 0.01%
6,471
-678
775
$441K 0.01%
7,042
+2,145
29 30
31
32 33