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
801
$347K ﹤0.01%
1,009
-328
802
$346K ﹤0.01%
6,771
+755
803
$346K ﹤0.01%
813
-136
804
$344K ﹤0.01%
4,331
-46
805
$343K ﹤0.01%
7,226
+20
806
$342K ﹤0.01%
1,843
-8
807
$341K ﹤0.01%
+3,359
808
$341K ﹤0.01%
1,039
-640
809
$340K ﹤0.01%
24,098
-58,090
810
$339K ﹤0.01%
789
-240
811
$336K ﹤0.01%
+4,441
812
$335K ﹤0.01%
3,429
+327
813
$335K ﹤0.01%
11,297
-6,442
814
$334K ﹤0.01%
2,182
-21
815
$333K ﹤0.01%
531
-1,008
816
$332K ﹤0.01%
5,826
+26
817
$332K ﹤0.01%
3,125
+78
818
$331K ﹤0.01%
1,932
-570
819
$331K ﹤0.01%
2,409
+349
820
$330K ﹤0.01%
4,664
+10
821
$329K ﹤0.01%
8,193
+2,311
822
$328K ﹤0.01%
+10,768
823
$328K ﹤0.01%
8,792
-14,728
824
$323K ﹤0.01%
7,326
-870
825
$322K ﹤0.01%
+4,142
31 32
33
34 35