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
826
$319K ﹤0.01%
546
+43
827
$319K ﹤0.01%
2,828
-3,074
828
$319K ﹤0.01%
2,068
-434
829
$317K ﹤0.01%
4,753
-8,185
830
$317K ﹤0.01%
5,893
-6,180
831
$316K ﹤0.01%
11,831
-270
832
$316K ﹤0.01%
8,524
+2,349
833
$316K ﹤0.01%
1,666
-503
834
$316K ﹤0.01%
3,100
835
$315K ﹤0.01%
1,207
+47
836
$314K ﹤0.01%
1,142
-548
837
$314K ﹤0.01%
2,698
-939
838
$313K ﹤0.01%
1,936
-50
839
$313K ﹤0.01%
1,952
840
$313K ﹤0.01%
8,126
+609
841
$312K ﹤0.01%
2,266
-1,094
842
$312K ﹤0.01%
4,472
-1,408
843
$311K ﹤0.01%
22,396
+2,159
844
$310K ﹤0.01%
2,355
-156
845
$309K ﹤0.01%
3,567
+16
846
$309K ﹤0.01%
3,324
-48
847
$308K ﹤0.01%
38
-20
848
$307K ﹤0.01%
3,994
-221
849
$305K ﹤0.01%
2,296
+64
850
$304K ﹤0.01%
5,272
32 33
34
35 36