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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$434K 0.01%
1,652
+33
752
$433K 0.01%
50,581
+8
753
$433K 0.01%
8,102
+2,209
754
$429K 0.01%
8,535
-1,277
755
$428K 0.01%
2,629
+86
756
$428K 0.01%
4,973
+1,965
757
$426K 0.01%
13,200
-4
758
$423K 0.01%
19,206
+3,376
759
$423K 0.01%
23,241
-1,428
760
$422K 0.01%
2,089
+157
761
$417K 0.01%
+8,923
762
$417K 0.01%
5,297
-1,611
763
$417K 0.01%
54,962
+2,226
764
$414K 0.01%
9,884
+2,227
765
$414K 0.01%
+13,387
766
$412K 0.01%
+6,537
767
$409K ﹤0.01%
19,331
+3,230
768
$408K ﹤0.01%
4,489
+326
769
$408K ﹤0.01%
2,960
+750
770
$403K ﹤0.01%
10,565
+1,120
771
$402K ﹤0.01%
3,189
-1,185
772
$402K ﹤0.01%
3,403
+179
773
$401K ﹤0.01%
9,294
+3,219
774
$400K ﹤0.01%
3,894
-292
775
$400K ﹤0.01%
4,007
29 30
31
32 33