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
751
$410K 0.01%
4,007
-15
752
$407K 0.01%
1,809
+270
753
$406K 0.01%
4,861
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754
$403K 0.01%
6,596
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755
$403K 0.01%
2,568
+684
756
$403K 0.01%
11,399
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757
$402K 0.01%
14,087
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758
$401K 0.01%
7,819
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759
$401K 0.01%
7,012
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760
$399K 0.01%
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761
$397K ﹤0.01%
99,666
-1,355
762
$396K ﹤0.01%
7,287
-17
763
$395K ﹤0.01%
+1,930
764
$395K ﹤0.01%
4,163
-3,053
765
$393K ﹤0.01%
13,897
+223
766
$393K ﹤0.01%
3,309
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767
$391K ﹤0.01%
7,756
+117
768
$391K ﹤0.01%
1,266
+65
769
$390K ﹤0.01%
3,536
-578
770
$386K ﹤0.01%
9,403
+253
771
$386K ﹤0.01%
3,776
-35
772
$386K ﹤0.01%
8,465
-24,712
773
$383K ﹤0.01%
3,108
-74
774
$379K ﹤0.01%
2,543
-670
775
$379K ﹤0.01%
11,933
+573
29 30
31
32 33