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
851
$364K ﹤0.01%
2,855
+658
852
$364K ﹤0.01%
+1,767
853
$363K ﹤0.01%
+2,511
854
$362K ﹤0.01%
+878
855
$354K ﹤0.01%
+12,250
856
$354K ﹤0.01%
+20,534
857
$353K ﹤0.01%
17,505
+231
858
$353K ﹤0.01%
+2,064
859
$350K ﹤0.01%
4,030
+1,162
860
$349K ﹤0.01%
+12,890
861
$349K ﹤0.01%
+1,616
862
$348K ﹤0.01%
101,021
+2,494
863
$347K ﹤0.01%
3,811
-502,708
864
$346K ﹤0.01%
27,577
+3
865
$346K ﹤0.01%
+9,226
866
$343K ﹤0.01%
+12,009
867
$343K ﹤0.01%
+3,048
868
$342K ﹤0.01%
4,377
+1,132
869
$341K ﹤0.01%
+39,794
870
$340K ﹤0.01%
+4,683
871
$340K ﹤0.01%
6,783
-794
872
$339K ﹤0.01%
1,201
+311
873
$339K ﹤0.01%
3,155
-1,885
874
$339K ﹤0.01%
46,728
+6,189
875
$338K ﹤0.01%
+5,529
33 34
35
36 37