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
1126
$61.2K ﹤0.01%
13,779
-256
1127
$61.1K ﹤0.01%
21,364
-743
1128
$60.4K ﹤0.01%
+14,311
1129
$59.4K ﹤0.01%
10,000
1130
$55.5K ﹤0.01%
2,116
+2
1131
$51.3K ﹤0.01%
2,004
+650
1132
$50.9K ﹤0.01%
10,000
1133
$44.9K ﹤0.01%
+10,090
1134
$43.7K ﹤0.01%
22,994
-1,094
1135
$39K ﹤0.01%
+4,039
1136
$31.4K ﹤0.01%
214,949
1137
$31.2K ﹤0.01%
15,941
-972
1138
$31.2K ﹤0.01%
10,560
1139
$30.2K ﹤0.01%
+16,000
1140
$28K ﹤0.01%
45,000
-11,516
1141
$27.3K ﹤0.01%
85,900
-123,050
1142
$24.8K ﹤0.01%
15,000
1143
$23.5K ﹤0.01%
400
1144
$16.7K ﹤0.01%
+12,850
1145
$16.7K ﹤0.01%
+10,698
1146
$2.5K ﹤0.01%
25,000
1147
– –
-16,302
1148
– –
-3,581
1149
– –
-4,353
1150
– –
-20,153
44 45
46
47 48