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
776
$400K ﹤0.01%
3,313
+4
777
$400K ﹤0.01%
14,097
+10
778
$398K ﹤0.01%
31,845
779
$396K ﹤0.01%
3,470
780
$395K ﹤0.01%
19,722
+2,157
781
$394K ﹤0.01%
3,681
-177
782
$394K ﹤0.01%
3,619
-16
783
$394K ﹤0.01%
1,195
+83
784
$391K ﹤0.01%
2,196
+273
785
$390K ﹤0.01%
17,325
786
$390K ﹤0.01%
2,039
+196
787
$389K ﹤0.01%
5,037
-471
788
$388K ﹤0.01%
+7,881
789
$387K ﹤0.01%
1,465
+265
790
$387K ﹤0.01%
1,523
+608
791
$386K ﹤0.01%
10,037
-845
792
$385K ﹤0.01%
91,049
-8,617
793
$385K ﹤0.01%
39,559
-235
794
$385K ﹤0.01%
3,593
-11,297
795
$384K ﹤0.01%
12,176
-53
796
$383K ﹤0.01%
12,411
-1,841
797
$380K ﹤0.01%
2,943
+564
798
$380K ﹤0.01%
2,813
+108
799
$377K ﹤0.01%
9,393
-10
800
$377K ﹤0.01%
51,398
30 31
32
33 34