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
901
$318K ﹤0.01%
4,931
+146
902
$317K ﹤0.01%
+2,818
903
$317K ﹤0.01%
+2,549
904
$317K ﹤0.01%
1,540
-192
905
$316K ﹤0.01%
15,252
+1,992
906
$315K ﹤0.01%
+5,725
907
$313K ﹤0.01%
+6,061
908
$312K ﹤0.01%
3,470
-21
909
$310K ﹤0.01%
+8,577
910
$310K ﹤0.01%
5,272
911
$309K ﹤0.01%
12,101
912
$308K ﹤0.01%
2,424
913
$308K ﹤0.01%
3,947
-204
914
$308K ﹤0.01%
15,973
915
$308K ﹤0.01%
4,215
-106
916
$308K ﹤0.01%
+2,937
917
$307K ﹤0.01%
+5,800
918
$307K ﹤0.01%
3,102
-1,030
919
$307K ﹤0.01%
1,986
-48
920
$306K ﹤0.01%
7,206
+19
921
$306K ﹤0.01%
+4,849
922
$305K ﹤0.01%
1,574
+108
923
$305K ﹤0.01%
+17,951
924
$305K ﹤0.01%
+6,016
925
$304K ﹤0.01%
+4,654
35 36
37
38 39