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
826
$349K ﹤0.01%
12,286
+989
827
$349K ﹤0.01%
2,642
-222
828
$349K ﹤0.01%
9,508
+888
829
$348K ﹤0.01%
590
+59
830
$348K ﹤0.01%
7,246
+20
831
$344K ﹤0.01%
17,519
-172
832
$344K ﹤0.01%
+21,550
833
$342K ﹤0.01%
4,394
+1,326
834
$341K ﹤0.01%
1,871
-59
835
$339K ﹤0.01%
+4,029
836
$339K ﹤0.01%
10,945
+177
837
$338K ﹤0.01%
1,501
+154
838
$337K ﹤0.01%
24,651
+553
839
$337K ﹤0.01%
5,851
+25
840
$336K ﹤0.01%
1,862
-103
841
$334K ﹤0.01%
44
+6
842
$334K ﹤0.01%
3,633
-14,353
843
$331K ﹤0.01%
4,677
+13
844
$331K ﹤0.01%
2,409
845
$330K ﹤0.01%
696
+150
846
$330K ﹤0.01%
4,683
+352
847
$329K ﹤0.01%
2,465
+169
848
$328K ﹤0.01%
19,100
+1,823
849
$328K ﹤0.01%
+17,625
850
$326K ﹤0.01%
1,124
+115
32 33
34
35 36