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
951
$262K ﹤0.01%
8,771
+423
952
$262K ﹤0.01%
+681
953
$262K ﹤0.01%
1,434
-51
954
$262K ﹤0.01%
1,079
+322
955
$262K ﹤0.01%
1,472
-194
956
$260K ﹤0.01%
2,026
+3
957
$257K ﹤0.01%
3,108
958
$257K ﹤0.01%
6,581
959
$257K ﹤0.01%
6,185
-11,264
960
$256K ﹤0.01%
10,439
+1,719
961
$256K ﹤0.01%
+5,027
962
$255K ﹤0.01%
5,413
+516
963
$255K ﹤0.01%
+2,471
964
$254K ﹤0.01%
548
+70
965
$252K ﹤0.01%
+8,520
966
$251K ﹤0.01%
+8,529
967
$251K ﹤0.01%
7,598
968
$251K ﹤0.01%
12,119
-149
969
$251K ﹤0.01%
1,379
+259
970
$249K ﹤0.01%
2,490
971
$249K ﹤0.01%
1,405
-135
972
$248K ﹤0.01%
603
+106
973
$248K ﹤0.01%
4,800
974
$247K ﹤0.01%
+2,251
975
$246K ﹤0.01%
1,020
-19
37 38
39
40 41