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
1076
$211K ﹤0.01%
1,262
+2
1077
$210K ﹤0.01%
+6,449
1078
$210K ﹤0.01%
3,762
-99
1079
$210K ﹤0.01%
15,037
+37
1080
$210K ﹤0.01%
+7,329
1081
$210K ﹤0.01%
4,088
-115
1082
$209K ﹤0.01%
+3,000
1083
$208K ﹤0.01%
+1,952
1084
$208K ﹤0.01%
1,489
+2
1085
$208K ﹤0.01%
4,400
+31
1086
$208K ﹤0.01%
2,606
-1,637
1087
$207K ﹤0.01%
+1,505
1088
$207K ﹤0.01%
+2,901
1089
$207K ﹤0.01%
+21,290
1090
$207K ﹤0.01%
2,496
+28
1091
$207K ﹤0.01%
1,202
-5
1092
$206K ﹤0.01%
+17,065
1093
$206K ﹤0.01%
16,878
-469
1094
$206K ﹤0.01%
10,943
+107
1095
$205K ﹤0.01%
+5,761
1096
$205K ﹤0.01%
+642
1097
$203K ﹤0.01%
4,008
-268
1098
$203K ﹤0.01%
+1,729
1099
$203K ﹤0.01%
+2,338
1100
$201K ﹤0.01%
+7,960
42 43
44
45 46