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
1051
$223K ﹤0.01%
+4,412
1052
$222K ﹤0.01%
3,275
-370
1053
$222K ﹤0.01%
+6,800
1054
$222K ﹤0.01%
5,731
+171
1055
$222K ﹤0.01%
+6,758
1056
$222K ﹤0.01%
4,187
-2,428
1057
$221K ﹤0.01%
+3,149
1058
$221K ﹤0.01%
6,764
-228
1059
$221K ﹤0.01%
24,336
+8,560
1060
$220K ﹤0.01%
36,435
+6,422
1061
$220K ﹤0.01%
+503
1062
$220K ﹤0.01%
+6,253
1063
$220K ﹤0.01%
30,597
+35
1064
$220K ﹤0.01%
+2,657
1065
$219K ﹤0.01%
7,500
-1,500
1066
$219K ﹤0.01%
+4,130
1067
$219K ﹤0.01%
+8,269
1068
$219K ﹤0.01%
+2,021
1069
$218K ﹤0.01%
17,429
+1,006
1070
$218K ﹤0.01%
+20,045
1071
$218K ﹤0.01%
+18,613
1072
$218K ﹤0.01%
16,036
1073
$218K ﹤0.01%
+5,911
1074
$218K ﹤0.01%
+1,303
1075
$217K ﹤0.01%
+7,295
41 42
43
44 45