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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.2M 0.28%
160,571
+128,216
77
$10M 0.27%
74,191
+59,716
78
$10M 0.27%
198,732
+150,375
79
$9.73M 0.27%
25,425
+17,939
80
$9.55M 0.26%
391,485
+212,967
81
$9.25M 0.25%
53,268
+33,323
82
$9.01M 0.25%
43,238
+30,688
83
$8.92M 0.24%
77,864
+75,424
84
$8.84M 0.24%
298,489
+189,069
85
$8.7M 0.24%
60,080
+44,340
86
$8.61M 0.23%
52,605
+33,077
87
$8.54M 0.23%
99,237
+71,511
88
$8.48M 0.23%
81,933
+75,431
89
$8.38M 0.23%
211,160
+156,676
90
$7.86M 0.21%
36,691
+30,683
91
$7.41M 0.2%
480,810
+310,883
92
$7.12M 0.19%
120,598
+100,419
93
$7.12M 0.19%
26,705
+22,805
94
$7.09M 0.19%
120,441
+87,369
95
$6.76M 0.18%
162,050
+117,971
96
$6.55M 0.18%
315,556
+289,311
97
$6.46M 0.18%
+119,473
98
$6.38M 0.17%
425,444
+342,057
99
$6.38M 0.17%
37,291
+28,550
100
$6.37M 0.17%
132,138
+52,032
2 3
4
5 6