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
1151
$110K ﹤0.01%
+10,908
1152
$108K ﹤0.01%
60,473
-2,890
1153
$106K ﹤0.01%
29,220
1154
$106K ﹤0.01%
13,721
+468
1155
$103K ﹤0.01%
15,379
-2,962
1156
$98.5K ﹤0.01%
17,748
+3,368
1157
$96.2K ﹤0.01%
14,693
+266
1158
$92.3K ﹤0.01%
16,990
1159
$90.9K ﹤0.01%
12,062
1160
$89.7K ﹤0.01%
+19,835
1161
$89.1K ﹤0.01%
14,035
-2,993
1162
$81.2K ﹤0.01%
12,392
-625
1163
$78.2K ﹤0.01%
+1,857
1164
$77.4K ﹤0.01%
22,107
-234
1165
$74K ﹤0.01%
62,187
1166
$71.4K ﹤0.01%
18,305
-1,346
1167
$70.4K ﹤0.01%
64,000
1168
$67.6K ﹤0.01%
208,950
+3,800
1169
$64.6K ﹤0.01%
10,000
1170
$64.1K ﹤0.01%
15,835
1171
$62.5K ﹤0.01%
68,500
+10,000
1172
$57.1K ﹤0.01%
2,114
+104
1173
$48.2K ﹤0.01%
+1,100
1174
$46.7K ﹤0.01%
24,088
-6,739
1175
$46.6K ﹤0.01%
600
-50
45 46
47
48 49