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
$8.06B
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
801
$408K 0.01%
+14,629
802
$408K 0.01%
+1,690
803
$406K 0.01%
6,479
+2,246
804
$406K 0.01%
+58
805
$405K 0.01%
+17,728
806
$404K 0.01%
56,557
+560
807
$404K 0.01%
13,204
-2,604
808
$403K 0.01%
+3,181
809
$403K 0.01%
17,918
-9,226
810
$402K 0.01%
+5,348
811
$402K 0.01%
11,755
+6,062
812
$402K 0.01%
+21,339
813
$401K 0.01%
21,475
+1,250
814
$397K ﹤0.01%
+5,708
815
$397K ﹤0.01%
949
+250
816
$395K ﹤0.01%
+4,684
817
$395K ﹤0.01%
2,702
+31
818
$395K ﹤0.01%
+17,281
819
$394K ﹤0.01%
+5,014
820
$394K ﹤0.01%
2,562
+977
821
$394K ﹤0.01%
5,203
+67
822
$393K ﹤0.01%
3,645
+878
823
$392K ﹤0.01%
+11,084
824
$391K ﹤0.01%
9,259
-936
825
$388K ﹤0.01%
+7,619
31 32
33
34 35