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
1051
$219K ﹤0.01%
2,550
-1,891
1052
$219K ﹤0.01%
+7,387
1053
$218K ﹤0.01%
12,849
-1,302
1054
$218K ﹤0.01%
4,927
-943
1055
$217K ﹤0.01%
+8,992
1056
$217K ﹤0.01%
+2,243
1057
$217K ﹤0.01%
+1,489
1058
$217K ﹤0.01%
13,626
+86
1059
$217K ﹤0.01%
1,053
+132
1060
$216K ﹤0.01%
14,688
1061
$216K ﹤0.01%
2,030
-38
1062
$216K ﹤0.01%
19,781
1063
$216K ﹤0.01%
+1,873
1064
$216K ﹤0.01%
4,870
-437,991
1065
$215K ﹤0.01%
1,460
1066
$215K ﹤0.01%
873
-4,853
1067
$215K ﹤0.01%
5,421
+165
1068
$215K ﹤0.01%
3,095
-465
1069
$215K ﹤0.01%
2,765
-478
1070
$214K ﹤0.01%
3,475
+127
1071
$213K ﹤0.01%
3,487
-3,118
1072
$213K ﹤0.01%
+10,213
1073
$212K ﹤0.01%
2,291
-4,519
1074
$211K ﹤0.01%
674
+66
1075
$211K ﹤0.01%
2,755
+204
41 42
43
44 45