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
976
$246K ﹤0.01%
2,575
+107
977
$246K ﹤0.01%
3,188
-954
978
$245K ﹤0.01%
2,335
-105
979
$245K ﹤0.01%
+4,069
980
$245K ﹤0.01%
5,741
+750
981
$244K ﹤0.01%
1,940
-326
982
$244K ﹤0.01%
3,575
+76
983
$243K ﹤0.01%
1,755
+14
984
$243K ﹤0.01%
810
-3
985
$243K ﹤0.01%
2,101
-83
986
$242K ﹤0.01%
+6,530
987
$242K ﹤0.01%
41,784
+9,896
988
$241K ﹤0.01%
8,365
+12
989
$241K ﹤0.01%
45,422
-584
990
$240K ﹤0.01%
10,985
+17
991
$240K ﹤0.01%
16,062
+89
992
$240K ﹤0.01%
5,570
+821
993
$240K ﹤0.01%
3,144
+16
994
$239K ﹤0.01%
1,786
995
$239K ﹤0.01%
4,471
-8
996
$239K ﹤0.01%
857
+71
997
$239K ﹤0.01%
2,244
+87
998
$239K ﹤0.01%
3,195
+186
999
$238K ﹤0.01%
+3,190
1000
$238K ﹤0.01%
14,284
+486
38 39
40
41 42