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
1126
$159K ﹤0.01%
20,168
-1,375
1127
$157K ﹤0.01%
35,232
+22,026
1128
$157K ﹤0.01%
15,570
+2,368
1129
$157K ﹤0.01%
38,208
+12,943
1130
$155K ﹤0.01%
14,156
+1,052
1131
$155K ﹤0.01%
+17,603
1132
$148K ﹤0.01%
17,059
-4,683
1133
$146K ﹤0.01%
+10,876
1134
$145K ﹤0.01%
10,591
1135
$143K ﹤0.01%
30,377
-2,181
1136
$141K ﹤0.01%
41,821
+3,510
1137
$139K ﹤0.01%
25,755
-38,797
1138
$138K ﹤0.01%
30,620
-11,054
1139
$137K ﹤0.01%
+41,140
1140
$134K ﹤0.01%
+12,255
1141
$127K ﹤0.01%
+19,760
1142
$126K ﹤0.01%
11,767
-224
1143
$124K ﹤0.01%
+10,110
1144
$122K ﹤0.01%
+11,041
1145
$121K ﹤0.01%
+10,603
1146
$114K ﹤0.01%
22,748
+1,280
1147
$114K ﹤0.01%
19,779
+3,235
1148
$113K ﹤0.01%
27,881
-667
1149
$112K ﹤0.01%
13,363
-709
1150
$110K ﹤0.01%
10,967
44 45
46
47 48