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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.31M 0.26%
17,597
-5,029
77
$8.19M 0.26%
95,183
+1,532
78
$8.15M 0.26%
56,403
+3,744
79
$7.92M 0.25%
83,904
-2,341
80
$7.9M 0.25%
26,945
-165
81
$7.68M 0.24%
20,335
-71
82
$7.64M 0.24%
93,240
-4,584
83
$7.63M 0.24%
94,425
+1,749
84
$7.49M 0.24%
134,322
+1,671
85
$7.47M 0.24%
535,140
-113,012
86
$7.38M 0.23%
266,810
-2,761
87
$7.35M 0.23%
119,160
+13,569
88
$7.31M 0.23%
522,054
-25,311
89
$7.11M 0.22%
85,869
-6,099
90
$6.63M 0.21%
225,931
+5,260
91
$6.55M 0.21%
95,612
-3,380
92
$6.35M 0.2%
325,500
-26,829
93
$6.28M 0.2%
74,581
+3,401
94
$6.21M 0.2%
76,910
+11,699
95
$6.09M 0.19%
81,884
-1,184
96
$6.07M 0.19%
80,618
+19,775
97
$6.05M 0.19%
156,500
-24,978
98
$6.02M 0.19%
34,118
+4,129
99
$5.98M 0.19%
266,841
-16,454
100
$5.88M 0.19%
43,773
-2,821
2 3
4
5 6