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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.4M 0.26%
93,668
+11,735
77
$10.3M 0.26%
579,348
+11,640
78
$10.3M 0.26%
288,071
+25,801
79
$10.1M 0.25%
215,602
+16,870
80
$10.1M 0.25%
96,641
+11,540
81
$10M 0.25%
60,014
+6,746
82
$9.94M 0.25%
92,148
+14,284
83
$9.8M 0.25%
95,216
-2,929
84
$9.8M 0.25%
359,370
-54,510
85
$9.72M 0.24%
43,720
+4,975
86
$9.69M 0.24%
117,360
+17,447
87
$9.28M 0.23%
390,132
-1,353
88
$9.06M 0.23%
27,438
+2,013
89
$8.98M 0.22%
262,354
+51,194
90
$8.95M 0.22%
35,841
+23,033
91
$8.94M 0.22%
+184,318
92
$8.91M 0.22%
54,956
-19,235
93
$8.72M 0.22%
175,358
+13,308
94
$8.47M 0.21%
60,920
+840
95
$8.45M 0.21%
304,329
+5,840
96
$8.41M 0.21%
28,083
+1,027
97
$8.13M 0.2%
53,235
+630
98
$7.82M 0.2%
36,446
-245
99
$7.72M 0.19%
131,511
+11,070
100
$7.47M 0.19%
146,733
+24,684
2 3
4
5 6