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
976
$266K ﹤0.01%
6,782
977
$265K ﹤0.01%
2,232
-14
978
$265K ﹤0.01%
12,575
-2,604
979
$265K ﹤0.01%
+970
980
$264K ﹤0.01%
+1,382
981
$263K ﹤0.01%
5,573
-477
982
$263K ﹤0.01%
+3,147
983
$261K ﹤0.01%
3,184
-508
984
$260K ﹤0.01%
10,361
985
$260K ﹤0.01%
1,952
986
$260K ﹤0.01%
5,668
+811
987
$258K ﹤0.01%
+6,879
988
$258K ﹤0.01%
5,169
+33
989
$258K ﹤0.01%
3,220
-115
990
$257K ﹤0.01%
+2,489
991
$257K ﹤0.01%
7,371
-649
992
$256K ﹤0.01%
+5,906
993
$255K ﹤0.01%
+3,325
994
$255K ﹤0.01%
13,749
+2,134
995
$255K ﹤0.01%
+3,799
996
$254K ﹤0.01%
2,031
+133
997
$253K ﹤0.01%
+2,911
998
$253K ﹤0.01%
+3,072
999
$253K ﹤0.01%
+7,666
1000
$252K ﹤0.01%
+5,651
38 39
40
41 42