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
876
$309K ﹤0.01%
3,100
877
$309K ﹤0.01%
41,579
-896
878
$309K ﹤0.01%
10,797
+510
879
$309K ﹤0.01%
2,496
+343
880
$308K ﹤0.01%
12,693
+147
881
$307K ﹤0.01%
3,775
+500
882
$307K ﹤0.01%
+4,597
883
$307K ﹤0.01%
10,159
+1,367
884
$305K ﹤0.01%
3,982
+65
885
$305K ﹤0.01%
+57,941
886
$302K ﹤0.01%
5,272
887
$302K ﹤0.01%
6,932
+157
888
$302K ﹤0.01%
+5,805
889
$300K ﹤0.01%
3,580
+151
890
$298K ﹤0.01%
35,867
-940
891
$298K ﹤0.01%
27,831
+4,641
892
$298K ﹤0.01%
1,584
+26
893
$297K ﹤0.01%
22,988
+592
894
$297K ﹤0.01%
3,937
-57
895
$296K ﹤0.01%
+10,998
896
$295K ﹤0.01%
5,156
+573
897
$295K ﹤0.01%
1,952
898
$293K ﹤0.01%
3,321
-3
899
$292K ﹤0.01%
24,152
-4,246
900
$292K ﹤0.01%
3,487
+35
34 35
36
37 38