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
1101
$203K ﹤0.01%
1,662
-54
1102
$203K ﹤0.01%
+8,648
1103
$202K ﹤0.01%
+1,129
1104
$201K ﹤0.01%
+1,486
1105
$201K ﹤0.01%
17,342
+612
1106
$201K ﹤0.01%
+3,849
1107
$201K ﹤0.01%
+2,475
1108
$200K ﹤0.01%
+2,710
1109
$199K ﹤0.01%
+11,727
1110
$189K ﹤0.01%
12,392
+425
1111
$188K ﹤0.01%
12,658
+2,310
1112
$187K ﹤0.01%
13,809
+2,316
1113
$180K ﹤0.01%
+25,720
1114
$180K ﹤0.01%
+10,645
1115
$178K ﹤0.01%
19,758
+26
1116
$176K ﹤0.01%
18,905
-9,185
1117
$173K ﹤0.01%
+9,862
1118
$171K ﹤0.01%
+10,061
1119
$169K ﹤0.01%
19,578
+3,640
1120
$167K ﹤0.01%
+15,480
1121
$164K ﹤0.01%
13,359
+44
1122
$163K ﹤0.01%
12,945
-4,221
1123
$162K ﹤0.01%
20,194
1124
$161K ﹤0.01%
+4,802
1125
$160K ﹤0.01%
10,484
-1,549
43 44
45
46 47