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
1101
$201K ﹤0.01%
20,128
+83
1102
$201K ﹤0.01%
+6,929
1103
$200K ﹤0.01%
767
-5,227
1104
$200K ﹤0.01%
1,679
-20
1105
$198K ﹤0.01%
14,729
-103
1106
$194K ﹤0.01%
13,193
+93
1107
$192K ﹤0.01%
31,974
+5,933
1108
$188K ﹤0.01%
31,345
+9
1109
$185K ﹤0.01%
12,394
+553
1110
$183K ﹤0.01%
17,669
-1,814
1111
$182K ﹤0.01%
+26,290
1112
$180K ﹤0.01%
27,457
-89
1113
$175K ﹤0.01%
1,902
-710
1114
$174K ﹤0.01%
13,981
+125
1115
$174K ﹤0.01%
+12,903
1116
$172K ﹤0.01%
10,158
-313
1117
$171K ﹤0.01%
12,564
+200
1118
$168K ﹤0.01%
61,586
+4,194
1119
$167K ﹤0.01%
14,990
-1,336
1120
$167K ﹤0.01%
21,997
+5,195
1121
$162K ﹤0.01%
+384
1122
$156K ﹤0.01%
36,487
+19,904
1123
$153K ﹤0.01%
35,415
1124
$146K ﹤0.01%
4,712
-71
1125
$145K ﹤0.01%
15,000
43 44
45
46 47