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
1001
$252K ﹤0.01%
+713
1002
$252K ﹤0.01%
52,277
-9,198
1003
$252K ﹤0.01%
1,180
+118
1004
$251K ﹤0.01%
12,546
1005
$249K ﹤0.01%
4,093
+61
1006
$249K ﹤0.01%
3,589
+97
1007
$249K ﹤0.01%
+1,883
1008
$247K ﹤0.01%
+2,645
1009
$246K ﹤0.01%
10,952
+21
1010
$245K ﹤0.01%
+9,033
1011
$245K ﹤0.01%
+1,371
1012
$244K ﹤0.01%
6,921
-1,145
1013
$243K ﹤0.01%
+6,971
1014
$243K ﹤0.01%
17,273
+12
1015
$243K ﹤0.01%
1,782
+13
1016
$243K ﹤0.01%
+2,473
1017
$243K ﹤0.01%
+4,095
1018
$242K ﹤0.01%
+1,799
1019
$241K ﹤0.01%
+3,867
1020
$241K ﹤0.01%
2,588
+143
1021
$240K ﹤0.01%
+1,393
1022
$239K ﹤0.01%
15,000
1023
$238K ﹤0.01%
+8,962
1024
$238K ﹤0.01%
+21,940
1025
$237K ﹤0.01%
5,220
-428
39 40
41
42 43