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
826
$387K ﹤0.01%
32,072
+15,094
827
$386K ﹤0.01%
11,360
+1,384
828
$386K ﹤0.01%
7,639
829
$386K ﹤0.01%
+4,690
830
$381K ﹤0.01%
7,304
-245
831
$380K ﹤0.01%
5,880
-262
832
$380K ﹤0.01%
4,914
+332
833
$379K ﹤0.01%
+9,802
834
$378K ﹤0.01%
+11,635
835
$376K ﹤0.01%
6,593
+2,256
836
$375K ﹤0.01%
9,150
+41
837
$374K ﹤0.01%
+24,421
838
$374K ﹤0.01%
+3,991
839
$373K ﹤0.01%
+14,079
840
$372K ﹤0.01%
5,872
+465
841
$372K ﹤0.01%
+4,353
842
$371K ﹤0.01%
4,022
+967
843
$370K ﹤0.01%
1,466
+44
844
$367K ﹤0.01%
+18,313
845
$366K ﹤0.01%
+9,759
846
$366K ﹤0.01%
2,895
-272
847
$366K ﹤0.01%
33,908
+20,996
848
$366K ﹤0.01%
1,130
+50
849
$366K ﹤0.01%
2,502
+1,030
850
$365K ﹤0.01%
+4,713
32 33
34
35 36