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
1176
$43K ﹤0.01%
+214,949
1177
$42.4K ﹤0.01%
10,560
1178
$39K ﹤0.01%
56,516
1179
$37.4K ﹤0.01%
+1,354
1180
$36K ﹤0.01%
400
+200
1181
$33.3K ﹤0.01%
7,007
1182
$31.2K ﹤0.01%
10,000
1183
$28.9K ﹤0.01%
3,046
+2,000
1184
$27.3K ﹤0.01%
15,000
1185
$24.7K ﹤0.01%
16,913
-489
1186
$18.7K ﹤0.01%
388
-691
1187
$14.1K ﹤0.01%
2,100
1188
$13.3K ﹤0.01%
577,434
1189
$3.5K ﹤0.01%
25,000
1190
– –
-11,304
1191
– –
-925
1192
– –
-1,316
1193
– –
-8,123
1194
– –
-10,164
1195
– –
-45,000
1196
– –
-3,209
1197
– –
-22,880
1198
– –
-6,488
1199
– –
-15,889
1200
– –
-3,732
46 47
48
49 50