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
1101
$116K ﹤0.01%
18,043
-862
1102
$113K ﹤0.01%
19,033
-727
1103
$110K ﹤0.01%
10,818
-90
1104
$108K ﹤0.01%
13,404
+41
1105
$108K ﹤0.01%
10,967
1106
$107K ﹤0.01%
+18,183
1107
$105K ﹤0.01%
28,500
+619
1108
$103K ﹤0.01%
+10,155
1109
$98.5K ﹤0.01%
15,835
1110
$94.9K ﹤0.01%
11,813
-5,246
1111
$93K ﹤0.01%
14,463
-916
1112
$89.6K ﹤0.01%
15,658
+965
1113
$89.2K ﹤0.01%
16,583
-6,165
1114
$88K ﹤0.01%
+13,042
1115
$87.1K ﹤0.01%
19,220
-10,000
1116
$86.7K ﹤0.01%
73,500
+5,000
1117
$84.7K ﹤0.01%
19,198
+893
1118
$82K ﹤0.01%
12,062
1119
$77.5K ﹤0.01%
13,367
-21,865
1120
$76.4K ﹤0.01%
10,078
-2,314
1121
$73.6K ﹤0.01%
64,000
1122
$67.7K ﹤0.01%
1,100
1123
$66.1K ﹤0.01%
14,683
-9,653
1124
$62.7K ﹤0.01%
2,200
+343
1125
$62.2K ﹤0.01%
62,187
43 44
45
46 47