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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22.6M 0.28%
791,043
+117,565
77
$22.4M 0.28%
484,162
+46,727
78
$22.3M 0.28%
892,733
+139,554
79
$21.9M 0.27%
101,253
+9,975
80
$21.8M 0.27%
148,589
+88,082
81
$21.6M 0.27%
574,220
-100,434
82
$20.7M 0.26%
78,772
+12,191
83
$20.5M 0.25%
71,241
+56,951
84
$19.9M 0.25%
87,417
+10,997
85
$19.2M 0.24%
559,556
+17,222
86
$19.2M 0.24%
315,976
+109,970
87
$19M 0.24%
155,965
+42,539
88
$18.5M 0.23%
169,960
+111,706
89
$18.5M 0.23%
170,424
+27,116
90
$18.4M 0.23%
58,986
+1,897
91
$18.2M 0.23%
216,885
+195,628
92
$18.2M 0.23%
25,726
+3,438
93
$17.9M 0.22%
661,552
-39,001
94
$17.7M 0.22%
258,708
+7,579
95
$17.5M 0.22%
59,234
+48,362
96
$17.5M 0.22%
253,853
+54,264
97
$17.3M 0.21%
513,450
+379,378
98
$17.3M 0.21%
91,170
+87,256
99
$17.2M 0.21%
446,077
+88,987
100
$17M 0.21%
57,353
+35,309
2 3
4
5 6