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
951
$282K ﹤0.01%
3,238
-150
952
$282K ﹤0.01%
+5,048
953
$281K ﹤0.01%
33,500
954
$281K ﹤0.01%
19,781
955
$281K ﹤0.01%
44,428
+1,742
956
$280K ﹤0.01%
+3,581
957
$280K ﹤0.01%
2,060
-877
958
$280K ﹤0.01%
+5,171
959
$279K ﹤0.01%
+1,080
960
$278K ﹤0.01%
+2,203
961
$276K ﹤0.01%
+2,361
962
$276K ﹤0.01%
3,825
-1,229
963
$274K ﹤0.01%
+3,385
964
$273K ﹤0.01%
+5,487
965
$271K ﹤0.01%
31,159
+15,297
966
$271K ﹤0.01%
8,251
+46
967
$270K ﹤0.01%
+26,205
968
$270K ﹤0.01%
8,985
969
$269K ﹤0.01%
1,539
+97
970
$268K ﹤0.01%
+831
971
$268K ﹤0.01%
3,047
+411
972
$268K ﹤0.01%
+20,153
973
$268K ﹤0.01%
1,199
+1
974
$267K ﹤0.01%
7,388
-1,086
975
$267K ﹤0.01%
23,095
-308
37 38
39
40 41