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
$8.04B
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
776
$378K ﹤0.01%
2,864
-31
777
$377K ﹤0.01%
+2,210
778
$375K ﹤0.01%
2,019
+217
779
$374K ﹤0.01%
11,365
-270
780
$373K ﹤0.01%
7,868
-16,298
781
$371K ﹤0.01%
9,445
+219
782
$371K ﹤0.01%
42,475
-30,658
783
$370K ﹤0.01%
39,794
784
$370K ﹤0.01%
4,818
-1,452
785
$370K ﹤0.01%
17,565
-4,821
786
$370K ﹤0.01%
5,978
-493
787
$369K ﹤0.01%
17,817
-85
788
$366K ﹤0.01%
5,431
+500
789
$365K ﹤0.01%
1,843
-614
790
$364K ﹤0.01%
88,760
+36,483
791
$363K ﹤0.01%
3,224
+579
792
$361K ﹤0.01%
2,620
-5,157
793
$359K ﹤0.01%
3,409
-3,263
794
$354K ﹤0.01%
2,901
-744
795
$354K ﹤0.01%
17,691
-7,913
796
$352K ﹤0.01%
15,830
-2,088
797
$352K ﹤0.01%
15,798
-23,839
798
$350K ﹤0.01%
195
-330
799
$349K ﹤0.01%
8,713
800
$348K ﹤0.01%
1,965
-597
30 31
32
33 34