SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-4,110
1202
– –
-2,064
1203
– –
-5,752
1204
– –
-3,156
1205
– –
-6,980
1206
– –
-17,281
1207
– –
-16,470
1208
– –
-3,143
1209
– –
-14,373
1210
– –
-9,033
1211
– –
-9,214
1212
– –
-6,253
1213
– –
-4,111
1214
– –
-7,281
1215
– –
-10,876
1216
– –
-3,489
1217
– –
-9,500
1218
– –
-14,298
1219
– –
-7,619
1220
– –
-14,156
1221
– –
-1,129
1222
– –
-9,776
1223
– –
-14,962
1224
– –
-32,021
1225
– –
-2,475
47 48
49
50 51