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
1201
– –
-2,616
1202
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-6,806
1203
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-16,601
1204
– –
-2,832
1205
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-10,315
1206
– –
-9,220
1207
– –
-1,709
1208
– –
-10,037
1209
– –
-8,646
1210
– –
-14,075
1211
– –
-11,256
1212
– –
-10,500
1213
– –
-6,339
1214
– –
-15,454
1215
– –
-2,331
1216
– –
-2,071
1217
– –
-57,671
1218
– –
-8,656
1219
– –
-3,798
1220
– –
-3,374
1221
– –
-9,243
1222
– –
-6,786
1223
– –
-10,000
1224
– –
-5,361
1225
– –
-10,496
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