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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.4M 0.26%
127,613
+40,143
77
$10.4M 0.26%
103,789
+43,706
78
$10.3M 0.25%
163,111
+66,961
79
$10.3M 0.25%
289,773
+22,963
80
$10.2M 0.25%
421,858
-40,260
81
$10.2M 0.25%
64,190
+59,526
82
$9.95M 0.24%
197,676
+64,159
83
$9.89M 0.24%
37,546
-6,287
84
$9.68M 0.24%
116,545
+35,927
85
$9.57M 0.24%
112,906
-2,637
86
$9.56M 0.24%
63,085
+24,129
87
$9.56M 0.24%
688,284
+153,144
88
$9.53M 0.23%
108,036
+53,208
89
$9.5M 0.23%
162,343
+6,321
90
$9.48M 0.23%
467,904
-21,022
91
$9.37M 0.23%
141,959
+7,637
92
$9.3M 0.23%
52,639
+21,000
93
$9.25M 0.23%
69,791
+4,736
94
$9.23M 0.23%
63,416
+7,013
95
$8.87M 0.22%
207,875
-16,880
96
$8.86M 0.22%
139,240
+46,010
97
$8.74M 0.21%
93,931
-8,223
98
$8.72M 0.21%
318,114
+104,011
99
$8.56M 0.21%
69,500
+639
100
$8.56M 0.21%
60,984
+23,142
2 3
4
5 6