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
1001
$222K ﹤0.01%
16,036
1002
$222K ﹤0.01%
3,243
-1,928
1003
$220K ﹤0.01%
17,347
+5
1004
$220K ﹤0.01%
6,191
-3,494
1005
$219K ﹤0.01%
23,190
+3,022
1006
$219K ﹤0.01%
37,130
+484
1007
$219K ﹤0.01%
2,371
-7,530
1008
$219K ﹤0.01%
3,348
+199
1009
$218K ﹤0.01%
19,497
-261
1010
$218K ﹤0.01%
2,819
-1,894
1011
$218K ﹤0.01%
2,551
-2,132
1012
$218K ﹤0.01%
+2,490
1013
$218K ﹤0.01%
+2,033
1014
$217K ﹤0.01%
+5,056
1015
$217K ﹤0.01%
+4,203
1016
$217K ﹤0.01%
5,588
-408
1017
$216K ﹤0.01%
5,305
+651
1018
$216K ﹤0.01%
2,498
-2,516
1019
$215K ﹤0.01%
8,720
+72
1020
$214K ﹤0.01%
2,574
-125
1021
$214K ﹤0.01%
+2,048
1022
$214K ﹤0.01%
6,394
-5,361
1023
$214K ﹤0.01%
20,158
-36
1024
$214K ﹤0.01%
13,540
-269
1025
$213K ﹤0.01%
5,256
-1,715
39 40
41
42 43