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
1076
$163K ﹤0.01%
22,023
+4,275
1077
$157K ﹤0.01%
17,326
+1,756
1078
$156K ﹤0.01%
13,532
-18,540
1079
$153K ﹤0.01%
10,191
-400
1080
$152K ﹤0.01%
35,415
-2,793
1081
$151K ﹤0.01%
22,572
-523
1082
$150K ﹤0.01%
20,045
1083
$149K ﹤0.01%
57,392
-273,239
1084
$148K ﹤0.01%
12,370
-9,570
1085
$147K ﹤0.01%
12,945
1086
$138K ﹤0.01%
4,783
-19
1087
$134K ﹤0.01%
31,302
+925
1088
$132K ﹤0.01%
21,781
+2,002
1089
$131K ﹤0.01%
13,006
-7,124
1090
$131K ﹤0.01%
11,795
+28
1091
$131K ﹤0.01%
+16,802
1092
$130K ﹤0.01%
20,614
-9,983
1093
$126K ﹤0.01%
26,291
+536
1094
$126K ﹤0.01%
+10,021
1095
$126K ﹤0.01%
+11,400
1096
$125K ﹤0.01%
10,099
-11
1097
$125K ﹤0.01%
16,227
+115
1098
$123K ﹤0.01%
13,695
-26
1099
$118K ﹤0.01%
62,004
+1,531
1100
$117K ﹤0.01%
37,165
-4,656
42 43
44
45 46