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
901
$272K ﹤0.01%
+4,369
902
$272K ﹤0.01%
55,883
-141
903
$271K ﹤0.01%
3,195
-130
904
$271K ﹤0.01%
6,075
-21
905
$270K ﹤0.01%
1,284
+104
906
$270K ﹤0.01%
5,668
907
$269K ﹤0.01%
922
-34
908
$269K ﹤0.01%
7,434
-1,613
909
$269K ﹤0.01%
4,383
-8,703
910
$268K ﹤0.01%
6,380
+163
911
$268K ﹤0.01%
5,228
+8
912
$267K ﹤0.01%
3,065
-2,978
913
$266K ﹤0.01%
+5,074
914
$266K ﹤0.01%
1,348
-338
915
$266K ﹤0.01%
+3,128
916
$264K ﹤0.01%
2,023
-8
917
$264K ﹤0.01%
14,151
+402
918
$264K ﹤0.01%
10,968
+16
919
$264K ﹤0.01%
2,134
+216
920
$264K ﹤0.01%
3,819
-30
921
$261K ﹤0.01%
2,440
+79
922
$261K ﹤0.01%
6,581
-298
923
$261K ﹤0.01%
1,699
-46
924
$260K ﹤0.01%
7,543
-8,421
925
$259K ﹤0.01%
813
+87
35 36
37
38 39