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
951
$244K ﹤0.01%
10,376
+15
952
$243K ﹤0.01%
+1,078
953
$243K ﹤0.01%
12,158
-417
954
$242K ﹤0.01%
6,833
-538
955
$242K ﹤0.01%
+3,499
956
$241K ﹤0.01%
+1,923
957
$241K ﹤0.01%
4,479
-11,633
958
$241K ﹤0.01%
19,781
959
$241K ﹤0.01%
3,994
+127
960
$241K ﹤0.01%
2,731
+21
961
$240K ﹤0.01%
1,741
-1,196
962
$240K ﹤0.01%
8,353
+84
963
$239K ﹤0.01%
+2,468
964
$239K ﹤0.01%
2,223
-2,752
965
$238K ﹤0.01%
+921
966
$238K ﹤0.01%
915
-701
967
$238K ﹤0.01%
4,387
+269
968
$237K ﹤0.01%
4,853
-361
969
$237K ﹤0.01%
8,319
-54
970
$237K ﹤0.01%
6,892
+128
971
$236K ﹤0.01%
+4,583
972
$236K ﹤0.01%
+4,145
973
$236K ﹤0.01%
3,009
-2,699
974
$235K ﹤0.01%
15,000
975
$234K ﹤0.01%
2,157
-891
37 38
39
40 41