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
1126
$145K ﹤0.01%
13,472
-60
1127
$143K ﹤0.01%
23,628
+3,014
1128
$143K ﹤0.01%
13,424
+1,054
1129
$143K ﹤0.01%
40,185
+3,020
1130
$141K ﹤0.01%
22,409
-163
1131
$141K ﹤0.01%
20,158
1132
$140K ﹤0.01%
22,750
+969
1133
$139K ﹤0.01%
13,073
+128
1134
$136K ﹤0.01%
32,722
+18,039
1135
$129K ﹤0.01%
10,183
+162
1136
$124K ﹤0.01%
10,420
+201
1137
$121K ﹤0.01%
11,614
-181
1138
$120K ﹤0.01%
13,700
+2,300
1139
$120K ﹤0.01%
16,688
-1,224
1140
$120K ﹤0.01%
10,099
1141
$119K ﹤0.01%
19,616
-2,407
1142
$119K ﹤0.01%
+10,383
1143
$114K ﹤0.01%
13,146
-258
1144
$114K ﹤0.01%
13,343
+337
1145
$114K ﹤0.01%
30,843
-459
1146
$113K ﹤0.01%
26,175
-12,251
1147
$110K ﹤0.01%
10,967
1148
$109K ﹤0.01%
61,993
-11
1149
$108K ﹤0.01%
24,035
-2,256
1150
$107K ﹤0.01%
16,666
-3,267
44 45
46
47 48