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
901
$292K ﹤0.01%
+11,417
902
$291K ﹤0.01%
2,222
+21
903
$290K ﹤0.01%
7,658
-535
904
$289K ﹤0.01%
5,211
-17
905
$288K ﹤0.01%
14,533
+636
906
$287K ﹤0.01%
+2,425
907
$287K ﹤0.01%
82,935
908
$286K ﹤0.01%
4,868
-1,110
909
$285K ﹤0.01%
4,756
+3
910
$285K ﹤0.01%
16,517
-310
911
$285K ﹤0.01%
1,850
+166
912
$285K ﹤0.01%
4,339
-48
913
$283K ﹤0.01%
15,037
+2,879
914
$281K ﹤0.01%
2,582
-954
915
$280K ﹤0.01%
3,314
-253
916
$280K ﹤0.01%
+5,296
917
$279K ﹤0.01%
+4,288
918
$278K ﹤0.01%
1,637
+85
919
$278K ﹤0.01%
5,115
-5,444
920
$278K ﹤0.01%
5,668
921
$278K ﹤0.01%
+2,156
922
$276K ﹤0.01%
1,425
+77
923
$276K ﹤0.01%
33,500
924
$275K ﹤0.01%
+10,869
925
$274K ﹤0.01%
2,345
+4
35 36
37
38 39