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
1176
$61.1K ﹤0.01%
+11,023
1177
$60.4K ﹤0.01%
12,249
-1,118
1178
$54K ﹤0.01%
24,096
+2,732
1179
$41.9K ﹤0.01%
2,129
+125
1180
$38.2K ﹤0.01%
22,764
-230
1181
$38.1K ﹤0.01%
10,560
1182
$37.8K ﹤0.01%
+16,436
1183
$37K ﹤0.01%
+10,998
1184
$34.7K ﹤0.01%
1,100
1185
$32K ﹤0.01%
+33,645
1186
$31.4K ﹤0.01%
214,949
1187
$30.7K ﹤0.01%
45,000
1188
$30K ﹤0.01%
+10,834
1189
$27.2K ﹤0.01%
1,040
-1,160
1190
$26.9K ﹤0.01%
15,941
1191
$26.7K ﹤0.01%
85,900
1192
$25.7K ﹤0.01%
10,090
1193
$24.6K ﹤0.01%
10,395
-3,916
1194
$23.5K ﹤0.01%
18,500
+2,500
1195
$21.4K ﹤0.01%
+14,768
1196
$21.1K ﹤0.01%
15,000
1197
$20.7K ﹤0.01%
+10,165
1198
$19.9K ﹤0.01%
+10,000
1199
$14.9K ﹤0.01%
+18,666
1200
$1.37K ﹤0.01%
+14,072
46 47
48
49 50