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
1076
$217K ﹤0.01%
+9,500
1077
$217K ﹤0.01%
+1,780
1078
$216K ﹤0.01%
20,130
+7,162
1079
$216K ﹤0.01%
+3,524
1080
$215K ﹤0.01%
+1,140
1081
$215K ﹤0.01%
4,712
-1,026
1082
$214K ﹤0.01%
+726
1083
$213K ﹤0.01%
15,000
-242
1084
$212K ﹤0.01%
8,373
+54
1085
$212K ﹤0.01%
+4,111
1086
$212K ﹤0.01%
+3,108
1087
$212K ﹤0.01%
31,533
+4,109
1088
$212K ﹤0.01%
36,646
-1,507
1089
$212K ﹤0.01%
+2,133
1090
$210K ﹤0.01%
+1,884
1091
$210K ﹤0.01%
43,560
-5,527
1092
$207K ﹤0.01%
7,068
-2,875
1093
$207K ﹤0.01%
+5,783
1094
$206K ﹤0.01%
+2,170
1095
$206K ﹤0.01%
+4,012
1096
$206K ﹤0.01%
+13,513
1097
$205K ﹤0.01%
+4,572
1098
$205K ﹤0.01%
+2,580
1099
$205K ﹤0.01%
+2,699
1100
$204K ﹤0.01%
+7,020
42 43
44
45 46