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
$8.06B
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
776
$440K 0.01%
1,337
+400
777
$439K 0.01%
+15,198
778
$437K 0.01%
32,526
+4,743
779
$435K 0.01%
8,602
-531
780
$434K 0.01%
+22,386
781
$434K 0.01%
8,061
+410
782
$433K 0.01%
8,971
-3,005
783
$431K 0.01%
3,261
-225
784
$429K 0.01%
6,270
+2,708
785
$429K 0.01%
2,220
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786
$428K 0.01%
4,218
+1,452
787
$426K 0.01%
25,604
+6,959
788
$425K 0.01%
25,222
+7,802
789
$423K 0.01%
5,489
-4,259
790
$423K 0.01%
6,715
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791
$423K 0.01%
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792
$423K 0.01%
2,540
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793
$420K 0.01%
4,114
794
$415K 0.01%
2,878
-283
795
$415K 0.01%
+10,921
796
$415K 0.01%
+6,792
797
$414K 0.01%
7,759
-3,705,533
798
$413K 0.01%
12,010
+1,137
799
$413K 0.01%
+3,213
800
$409K 0.01%
3,094
+1,243
30 31
32
33 34