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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26.4M 0.32%
+188,997
77
$25.6M 0.31%
570,014
-1,867,448
78
$25.3M 0.3%
144,602
+4,229
79
$24.3M 0.29%
90,394
+40,415
80
$23.8M 0.29%
47,134
+2,076
81
$23.4M 0.28%
78,794
+2,331
82
$23M 0.28%
257,537
+253,761
83
$22.7M 0.27%
68,040
+11,367
84
$22.6M 0.27%
208,274
-724
85
$22.1M 0.27%
178,275
+19,179
86
$22M 0.27%
311,014
-15,572
87
$22M 0.26%
465,456
+6,403
88
$21.8M 0.26%
224,690
-1,996,226
89
$21.5M 0.26%
102,025
+15,565
90
$21.4M 0.26%
536,970
+65,921
91
$20.4M 0.25%
568,794
+4,820
92
$20.2M 0.24%
645,416
+43
93
$19.9M 0.24%
+784,216
94
$19.4M 0.23%
97,161
+34,374
95
$19.2M 0.23%
24,351
-715
96
$18.4M 0.22%
130,069
+13,186
97
$18.3M 0.22%
71,966
+4,964
98
$17.8M 0.21%
35,590
+1,123
99
$17.5M 0.21%
645,767
100
$16.9M 0.2%
171,767
-90,085
2 3
4
5 6