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
926
$302K ﹤0.01%
80,676
-279
927
$301K ﹤0.01%
7,202
+409
928
$300K ﹤0.01%
+6,372
929
$300K ﹤0.01%
+5,752
930
$299K ﹤0.01%
+3,755
931
$298K ﹤0.01%
+1,811
932
$297K ﹤0.01%
9,397
+307
933
$297K ﹤0.01%
3,100
934
$297K ﹤0.01%
+9,766
935
$296K ﹤0.01%
18,673
+1,146
936
$294K ﹤0.01%
5,214
-356
937
$293K ﹤0.01%
+14,373
938
$292K ﹤0.01%
8,084
+1,774
939
$292K ﹤0.01%
56,024
-134
940
$292K ﹤0.01%
3,551
-42
941
$291K ﹤0.01%
956
-65
942
$291K ﹤0.01%
+14,962
943
$291K ﹤0.01%
1,686
+34
944
$290K ﹤0.01%
4,409
-527
945
$290K ﹤0.01%
9,218
946
$289K ﹤0.01%
20,237
-4,137
947
$289K ﹤0.01%
+8,987
948
$288K ﹤0.01%
3,372
+337
949
$286K ﹤0.01%
+1,154
950
$285K ﹤0.01%
14,982
-30
36 37
38
39 40