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
851
$303K ﹤0.01%
+8,620
852
$303K ﹤0.01%
8,084
853
$303K ﹤0.01%
5,181
+12
854
$302K ﹤0.01%
2,341
-840
855
$301K ﹤0.01%
17,277
-49,159
856
$300K ﹤0.01%
1,540
+176
857
$300K ﹤0.01%
3,917
-1,572
858
$300K ﹤0.01%
10,287
-4,911
859
$300K ﹤0.01%
16,827
-678
860
$298K ﹤0.01%
2,028
-1,066
861
$298K ﹤0.01%
12,546
862
$297K ﹤0.01%
7,069
-6,881
863
$297K ﹤0.01%
1,200
+1
864
$297K ﹤0.01%
2,424
865
$296K ﹤0.01%
3,378
+140
866
$295K ﹤0.01%
822
+16
867
$294K ﹤0.01%
+2,669
868
$293K ﹤0.01%
+4,800
869
$292K ﹤0.01%
6,752
-31
870
$291K ﹤0.01%
5,395
-178
871
$291K ﹤0.01%
2,379
-1,195
872
$290K ﹤0.01%
46,006
+1,578
873
$290K ﹤0.01%
2,333
-156
874
$288K ﹤0.01%
1,558
-16
875
$288K ﹤0.01%
579
-299
33 34
35
36 37