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
1026
$213K ﹤0.01%
+4,991
1027
$213K ﹤0.01%
1,460
-423
1028
$213K ﹤0.01%
8,585
-9,584
1029
$212K ﹤0.01%
+808
1030
$212K ﹤0.01%
+4,846
1031
$212K ﹤0.01%
10,075
-4,907
1032
$212K ﹤0.01%
+1,120
1033
$212K ﹤0.01%
+5,441
1034
$211K ﹤0.01%
+4,897
1035
$210K ﹤0.01%
+892
1036
$210K ﹤0.01%
+9,227
1037
$209K ﹤0.01%
+3,008
1038
$209K ﹤0.01%
1,487
+1
1039
$209K ﹤0.01%
+2,736
1040
$208K ﹤0.01%
1,610
-52
1041
$208K ﹤0.01%
+3,092
1042
$208K ﹤0.01%
+786
1043
$208K ﹤0.01%
3,068
-2,993
1044
$208K ﹤0.01%
+593
1045
$208K ﹤0.01%
3,352
-9,824
1046
$207K ﹤0.01%
+6,498
1047
$207K ﹤0.01%
11,570
-5,149
1048
$207K ﹤0.01%
15,000
1049
$207K ﹤0.01%
14,688
-2,741
1050
$206K ﹤0.01%
+478
40 41
42
43 44