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
1026
$230K ﹤0.01%
6,386
-264
1027
$230K ﹤0.01%
5,925
1028
$229K ﹤0.01%
2,448
+82
1029
$229K ﹤0.01%
4,241
+126
1030
$229K ﹤0.01%
+1,932
1031
$228K ﹤0.01%
5,308
-157,831
1032
$228K ﹤0.01%
10,376
1033
$227K ﹤0.01%
2,721
+15
1034
$225K ﹤0.01%
4,661
1035
$225K ﹤0.01%
16,036
1036
$225K ﹤0.01%
2,864
+366
1037
$224K ﹤0.01%
+6,211
1038
$223K ﹤0.01%
+4,358
1039
$223K ﹤0.01%
3,016
+197
1040
$223K ﹤0.01%
8,634
-1,295
1041
$223K ﹤0.01%
+3,408
1042
$223K ﹤0.01%
2,917
-54
1043
$222K ﹤0.01%
12,621
+1,051
1044
$222K ﹤0.01%
6,171
-1,263
1045
$221K ﹤0.01%
5,667
+94
1046
$221K ﹤0.01%
1,122
+3
1047
$220K ﹤0.01%
4,713
+1
1048
$220K ﹤0.01%
13,358
-4,305
1049
$220K ﹤0.01%
+1,592
1050
$219K ﹤0.01%
+5,521
40 41
42
43 44