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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.6M 0.31%
966,614
+73,881
77
$24.4M 0.3%
535,067
+50,905
78
$24M 0.3%
137,186
-9,704
79
$23.9M 0.3%
645,373
-389,287
80
$22.9M 0.28%
442,861
-240,341
81
$22.6M 0.28%
140,373
+75,720
82
$22M 0.27%
76,463
-2,309
83
$21M 0.26%
159,096
-10,864
84
$20.9M 0.26%
326,586
+10,610
85
$20.8M 0.26%
56,673
-2,561
86
$20.7M 0.26%
563,974
+4,418
87
$19.9M 0.25%
465,979
+19,902
88
$19.7M 0.25%
150,267
-143,956
89
$19.2M 0.24%
148,218
+136,212
90
$19.1M 0.24%
25,066
-660
91
$18.9M 0.23%
67,002
+9,649
92
$18.8M 0.23%
260,449
+6,596
93
$18.7M 0.23%
53,878
-5,108
94
$18.4M 0.23%
647,866
-13,686
95
$17.9M 0.22%
471,049
-42,401
96
$17.8M 0.22%
86,460
-4,710
97
$17.7M 0.22%
510,522
+51,318
98
$16.9M 0.21%
258,009
+12,002
99
$16.6M 0.21%
645,767
100
$16.6M 0.21%
176,901
+6,477
2 3
4
5 6