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
926
$274K ﹤0.01%
7,872
+1,039
927
$273K ﹤0.01%
920
-2
928
$273K ﹤0.01%
4,802
-593
929
$273K ﹤0.01%
2,810
+141
930
$272K ﹤0.01%
+39,896
931
$272K ﹤0.01%
3,364
-14
932
$272K ﹤0.01%
7,736
+1,342
933
$271K ﹤0.01%
+9,835
934
$271K ﹤0.01%
4,423
+40
935
$271K ﹤0.01%
4,519
+270
936
$271K ﹤0.01%
2,424
937
$270K ﹤0.01%
14,419
-1,379
938
$269K ﹤0.01%
4,432
+287
939
$268K ﹤0.01%
6,831
+79
940
$267K ﹤0.01%
6,000
-1,000
941
$267K ﹤0.01%
+29,272
942
$267K ﹤0.01%
19,007
-490
943
$266K ﹤0.01%
1,462
-720
944
$266K ﹤0.01%
3,882
-590
945
$266K ﹤0.01%
3,181
-14
946
$265K ﹤0.01%
+6,016
947
$264K ﹤0.01%
3,300
+101
948
$264K ﹤0.01%
5,935
+95
949
$263K ﹤0.01%
9,218
950
$263K ﹤0.01%
1,511
+174
36 37
38
39 40