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
776
$85.4K ﹤0.01%
54,668
+22,389
777
$84.8K ﹤0.01%
+12,222
778
$79.2K ﹤0.01%
+24,608
779
$77K ﹤0.01%
+14,278
780
$69.5K ﹤0.01%
+13,136
781
$66.8K ﹤0.01%
+10,031
782
$62.1K ﹤0.01%
20,412
-6,101
783
$61.8K ﹤0.01%
28,500
+17,500
784
$54.4K ﹤0.01%
+13,431
785
$45.5K ﹤0.01%
15,803
+4,229
786
$44.8K ﹤0.01%
+16,224
787
$43.5K ﹤0.01%
+6,000
788
$40K ﹤0.01%
+16,245
789
$36.8K ﹤0.01%
+2,630
790
$31.6K ﹤0.01%
+22,275
791
$30K ﹤0.01%
+20,000
792
$27.1K ﹤0.01%
56,516
793
$26.8K ﹤0.01%
+10,000
794
$26K ﹤0.01%
+267
795
$20.7K ﹤0.01%
+19,672
796
$17.4K ﹤0.01%
+1,875
797
$16.3K ﹤0.01%
+10,000
798
$11.6K ﹤0.01%
44
799
$8.8K ﹤0.01%
+25,000
800
$8K ﹤0.01%
20
29 30 31
32
33