SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+11.31%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$8.06B
AUM Growth
+$2.36B
(+41%)
Cap. Flow
+$1.74B
Cap. Flow
% of AUM
21.55%
Top 10 Holdings %
Top 10 Hldgs %
29.58%
Holding
1,244
New
286
Increased
679
Reduced
178
Closed
55
Top Buys
| 1 |
Microsoft
MSFT
|
$93.1M |
| 2 |
Apple
AAPL
|
$85.4M |
| 3 |
NVIDIA
NVDA
|
$77.4M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$52.8M |
| 5 |
Amazon
AMZN
|
$42.8M |
Top Sells
| 1 |
Red Rock Resorts
RRR
|
$198M |
| 2 |
Palo Alto Networks
PANW
|
$70.3M |
| 3 |
Wynn Resorts
WYNN
|
$45.8M |
| 4 |
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% |
