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
1201
– –
-2,731
1202
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-2,404
1203
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-2,355
1204
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-1,653
1205
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-2,574
1206
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-1,610
1207
– –
-3,092
1208
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-24,128
1209
– –
-2,371
1210
– –
-3,409
1211
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-1,305
1212
– –
-5,888
1213
– –
-15,658
1214
– –
-13,779
1215
– –
-5,441
1216
– –
-4,509
1217
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-1,891
1218
– –
-10,000
1219
– –
-3,903
1220
– –
-2,736
1221
– –
-2,698
1222
– –
-14,741
1223
– –
-9,134
1224
– –
-4,846
1225
– –
-6,533
47 48
49
50 51