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
851
$325K ﹤0.01%
1,037
+174
852
$325K ﹤0.01%
838
+49
853
$324K ﹤0.01%
3,107
-18
854
$323K ﹤0.01%
3,704
+345
855
$322K ﹤0.01%
+15,399
856
$322K ﹤0.01%
12,245
+414
857
$320K ﹤0.01%
2,566
+243
858
$320K ﹤0.01%
2,467
+333
859
$320K ﹤0.01%
8,974
+1,431
860
$319K ﹤0.01%
+3,677
861
$318K ﹤0.01%
1,071
-63
862
$318K ﹤0.01%
11,976
+2,749
863
$318K ﹤0.01%
2,922
+302
864
$317K ﹤0.01%
614
+35
865
$316K ﹤0.01%
7,353
+1,950
866
$315K ﹤0.01%
9,684
+2,680
867
$315K ﹤0.01%
4,375
+550
868
$315K ﹤0.01%
7,502
-624
869
$312K ﹤0.01%
1,189
+47
870
$311K ﹤0.01%
8,947
-2,715
871
$311K ﹤0.01%
3,791
-28
872
$311K ﹤0.01%
56,063
+180
873
$311K ﹤0.01%
+4,234
874
$310K ﹤0.01%
2,624
+291
875
$310K ﹤0.01%
8,084
33 34
35
36 37