SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+8.62%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$8.04B
AUM Growth
-$26.6M
(-0.33%)
Cap. Flow
-$605M
Cap. Flow
% of AUM
-7.53%
Top 10 Holdings %
Top 10 Hldgs %
31.67%
Holding
1,286
New
97
Increased
303
Reduced
685
Closed
140
Top Buys
| 1 |
American Tower
AMT
|
$38.7M |
| 2 |
SS&C Technologies
SSNC
|
$31.3M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$29.7M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$24.4M |
| 5 |
Thermo Fisher Scientific
TMO
|
$20.3M |
Top Sells
| 1 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$96.4M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$58.6M |
| 3 |
Caesars Entertainment
CZR
|
$50.3M |
| 4 |
NVIDIA
NVDA
|
$43.3M |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
$36.8M |
Sector Composition
| 1 | Technology | 12.78% |
| 2 | Consumer Discretionary | 6.48% |
| 3 | Financials | 6.02% |
| 4 | Healthcare | 5.46% |
| 5 | Communication Services | 4.58% |
