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
976
$233K ﹤0.01%
19,483
-14,425
977
$233K ﹤0.01%
3,108
978
$232K ﹤0.01%
8,348
-614
979
$232K ﹤0.01%
2,706
+49
980
$231K ﹤0.01%
+5,403
981
$231K ﹤0.01%
2,506
-3,020
982
$231K ﹤0.01%
+12,268
983
$230K ﹤0.01%
4,712
984
$230K ﹤0.01%
13,798
+1,196
985
$229K ﹤0.01%
7,004
+246
986
$229K ﹤0.01%
1,891
-1,203
987
$229K ﹤0.01%
4,115
-10,628
988
$228K ﹤0.01%
7,000
+200
989
$228K ﹤0.01%
6,533
-2,454
990
$228K ﹤0.01%
863
-2,906
991
$227K ﹤0.01%
1,347
-46
992
$227K ﹤0.01%
10,836
-7,477
993
$226K ﹤0.01%
36,807
+372
994
$225K ﹤0.01%
5,925
-1,463
995
$223K ﹤0.01%
1,144
+4
996
$223K ﹤0.01%
+1,337
997
$223K ﹤0.01%
+1,653
998
$223K ﹤0.01%
+3,452
999
$222K ﹤0.01%
4,276
-133
1000
$222K ﹤0.01%
+2,971
38 39
40
41 42