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
876
$337K ﹤0.01%
+1,802
877
$333K ﹤0.01%
+5,264
878
$333K ﹤0.01%
+4,110
879
$333K ﹤0.01%
8,713
-7,512
880
$332K ﹤0.01%
6,059
+1,106
881
$332K ﹤0.01%
+4,298
882
$331K ﹤0.01%
+8,196
883
$330K ﹤0.01%
+9,685
884
$330K ﹤0.01%
7,517
-486
885
$330K ﹤0.01%
806
+207
886
$328K ﹤0.01%
+2,942
887
$328K ﹤0.01%
5,996
+374
888
$328K ﹤0.01%
1,851
-37
889
$328K ﹤0.01%
+6,397
890
$326K ﹤0.01%
6,357
-581
891
$325K ﹤0.01%
+11,584
892
$325K ﹤0.01%
17,902
+621
893
$324K ﹤0.01%
1,364
+155
894
$323K ﹤0.01%
+28,552
895
$322K ﹤0.01%
+16,719
896
$322K ﹤0.01%
+5,963
897
$321K ﹤0.01%
3,182
+132
898
$320K ﹤0.01%
+9,776
899
$319K ﹤0.01%
9,047
+558
900
$319K ﹤0.01%
13,674
+204
34 35
36
37 38