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
876
$286K ﹤0.01%
6,775
-7
877
$285K ﹤0.01%
16,101
-1,850
878
$285K ﹤0.01%
1,552
+181
879
$284K ﹤0.01%
17,325
+52
880
$283K ﹤0.01%
9,218
881
$283K ﹤0.01%
+2,800
882
$282K ﹤0.01%
2,323
-2,932
883
$282K ﹤0.01%
1,485
-1,641
884
$281K ﹤0.01%
7,598
+677
885
$280K ﹤0.01%
3,199
-21
886
$279K ﹤0.01%
33,500
887
$279K ﹤0.01%
3,825
888
$279K ﹤0.01%
5,573
+121
889
$279K ﹤0.01%
8,985
890
$277K ﹤0.01%
4,249
-6,220
891
$277K ﹤0.01%
2,153
-789
892
$276K ﹤0.01%
5,840
+189
893
$275K ﹤0.01%
15,973
894
$275K ﹤0.01%
9,295
+693
895
$274K ﹤0.01%
7,657
-6,684
896
$274K ﹤0.01%
7,000
897
$274K ﹤0.01%
52,736
+9,176
898
$273K ﹤0.01%
5,480
-251
899
$272K ﹤0.01%
1,305
+2
900
$272K ﹤0.01%
9,929
-2,321
34 35
36
37 38