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
926
$258K ﹤0.01%
+11,239
927
$257K ﹤0.01%
5,870
-1,332
928
$256K ﹤0.01%
378
-1,682
929
$256K ﹤0.01%
1,509
-3,530
930
$256K ﹤0.01%
+6,650
931
$256K ﹤0.01%
9,134
-28,134
932
$255K ﹤0.01%
2,468
-120
933
$253K ﹤0.01%
+2,184
934
$252K ﹤0.01%
3,560
-29
935
$250K ﹤0.01%
4,595
-12,273
936
$250K ﹤0.01%
2,366
-1,625
937
$250K ﹤0.01%
+1,684
938
$250K ﹤0.01%
4,251
-8,275
939
$250K ﹤0.01%
17,663
-2,871
940
$250K ﹤0.01%
1,786
+4
941
$250K ﹤0.01%
14,832
+1,319
942
$249K ﹤0.01%
82,935
+2,259
943
$249K ﹤0.01%
3,903
-946
944
$248K ﹤0.01%
+3,861
945
$247K ﹤0.01%
2,201
-3,094
946
$247K ﹤0.01%
3,275
947
$247K ﹤0.01%
2,612
+220
948
$246K ﹤0.01%
+10,377
949
$245K ﹤0.01%
13,100
+442
950
$245K ﹤0.01%
+2,529
36 37
38
39 40