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
1001
$238K ﹤0.01%
+11,246
1002
$238K ﹤0.01%
1,158
+14
1003
$237K ﹤0.01%
3,829
-3,183
1004
$237K ﹤0.01%
6,600
+409
1005
$236K ﹤0.01%
+3,094
1006
$236K ﹤0.01%
5,463
-17
1007
$236K ﹤0.01%
813
+5
1008
$236K ﹤0.01%
29,328
+1,230
1009
$235K ﹤0.01%
+1,053
1010
$235K ﹤0.01%
1,735
+290
1011
$235K ﹤0.01%
+4,390
1012
$235K ﹤0.01%
643
+50
1013
$235K ﹤0.01%
6,496
+116
1014
$234K ﹤0.01%
4,830
-23
1015
$234K ﹤0.01%
1,450
-59
1016
$234K ﹤0.01%
+4,462
1017
$233K ﹤0.01%
+2,655
1018
$233K ﹤0.01%
8,011
+1,011
1019
$233K ﹤0.01%
56,492
-32,268
1020
$231K ﹤0.01%
5,714
+658
1021
$231K ﹤0.01%
1,306
+22
1022
$231K ﹤0.01%
3,487
-507
1023
$230K ﹤0.01%
10,379
+2
1024
$230K ﹤0.01%
2,986
-79
1025
$230K ﹤0.01%
2,507
+1
39 40
41
42 43