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
1026
$236K ﹤0.01%
+2,392
1027
$236K ﹤0.01%
+2,682
1028
$235K ﹤0.01%
+5,452
1029
$235K ﹤0.01%
16,112
+322
1030
$234K ﹤0.01%
+4,081
1031
$233K ﹤0.01%
+16,470
1032
$233K ﹤0.01%
+1,918
1033
$232K ﹤0.01%
+3,023
1034
$231K ﹤0.01%
+1,160
1035
$231K ﹤0.01%
+5,843
1036
$231K ﹤0.01%
+2,508
1037
$231K ﹤0.01%
+6,175
1038
$230K ﹤0.01%
+5,882
1039
$229K ﹤0.01%
+3,607
1040
$229K ﹤0.01%
+6,096
1041
$229K ﹤0.01%
+3,489
1042
$228K ﹤0.01%
12,602
+2,112
1043
$227K ﹤0.01%
+3,156
1044
$226K ﹤0.01%
+4,654
1045
$226K ﹤0.01%
9,640
+961
1046
$226K ﹤0.01%
+1,745
1047
$225K ﹤0.01%
6,217
-314
1048
$225K ﹤0.01%
4,118
-27
1049
$225K ﹤0.01%
7,000
1050
$224K ﹤0.01%
+7,592
40 41
42
43 44