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
1151
$103K ﹤0.01%
62,187
1152
$100K ﹤0.01%
19,220
1153
$100K ﹤0.01%
30,308
+1,808
1154
$96.1K ﹤0.01%
17,505
-1,528
1155
$93.7K ﹤0.01%
15,835
1156
$91.8K ﹤0.01%
+10,060
1157
$90.5K ﹤0.01%
10,167
-651
1158
$88.7K ﹤0.01%
13,885
+190
1159
$86.5K ﹤0.01%
3,055
-2,533
1160
$85.8K ﹤0.01%
14,203
-260
1161
$84.5K ﹤0.01%
20,060
+862
1162
$84.2K ﹤0.01%
93,500
+20,000
1163
$82K ﹤0.01%
17,052
-991
1164
$81.7K ﹤0.01%
20,683
+2,500
1165
$78.8K ﹤0.01%
10,750
-5,477
1166
$78.5K ﹤0.01%
13,058
+16
1167
$77.2K ﹤0.01%
12,042
+229
1168
$76.8K ﹤0.01%
64,000
1169
$73.5K ﹤0.01%
10,000
1170
$73K ﹤0.01%
12,104
+42
1171
$72.7K ﹤0.01%
10,795
+717
1172
$67.9K ﹤0.01%
+20,100
1173
$67.6K ﹤0.01%
+13,146
1174
$67.5K ﹤0.01%
10,155
1175
$64.7K ﹤0.01%
+97,000
45 46
47
48 49