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
1051
$205K ﹤0.01%
+4,509
1052
$205K ﹤0.01%
31,888
+1,268
1053
$205K ﹤0.01%
2,404
-4,388
1054
$204K ﹤0.01%
+1,119
1055
$204K ﹤0.01%
+608
1056
$204K ﹤0.01%
31,336
-197
1057
$203K ﹤0.01%
+1,445
1058
$203K ﹤0.01%
+4,661
1059
$203K ﹤0.01%
3,042
-1,051
1060
$202K ﹤0.01%
757
-1,203
1061
$201K ﹤0.01%
+1,260
1062
$201K ﹤0.01%
497
-1,467
1063
$199K ﹤0.01%
16,326
-2,347
1064
$191K ﹤0.01%
28,098
-91,905
1065
$188K ﹤0.01%
11,841
-21,999
1066
$185K ﹤0.01%
4,749
-3,828
1067
$184K ﹤0.01%
12,364
-28
1068
$182K ﹤0.01%
13,856
+497
1069
$181K ﹤0.01%
+38,426
1070
$173K ﹤0.01%
26,041
-164
1071
$168K ﹤0.01%
+17,912
1072
$168K ﹤0.01%
27,546
-31
1073
$166K ﹤0.01%
19,933
+355
1074
$166K ﹤0.01%
10,471
-13
1075
$166K ﹤0.01%
+10,219
41 42
43
44 45