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
$8.29B
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
801
$376K ﹤0.01%
15,544
-7,348
802
$376K ﹤0.01%
7,329
-490
803
$375K ﹤0.01%
+4,333
804
$374K ﹤0.01%
17,888
+71
805
$372K ﹤0.01%
2,397
+369
806
$370K ﹤0.01%
+11,088
807
$370K ﹤0.01%
52,130
+560
808
$367K ﹤0.01%
11,365
809
$366K ﹤0.01%
1,964
+28
810
$365K ﹤0.01%
7,341
+15
811
$364K ﹤0.01%
5,133
+315
812
$364K ﹤0.01%
5,680
+176
813
$363K ﹤0.01%
11,794
-139
814
$362K ﹤0.01%
7,236
-4,216
815
$362K ﹤0.01%
1,823
-20
816
$362K ﹤0.01%
3,803
-70,158
817
$362K ﹤0.01%
8,713
818
$361K ﹤0.01%
5,252
+71
819
$361K ﹤0.01%
+34,179
820
$361K ﹤0.01%
+8,568
821
$359K ﹤0.01%
8,169
+1,100
822
$359K ﹤0.01%
5,095
-540
823
$354K ﹤0.01%
195
824
$352K ﹤0.01%
1,320
+54
825
$351K ﹤0.01%
171,036
-14,308
31 32
33
34 35