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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.35M 0.17%
37,140
+3,019
102
$6.34M 0.17%
122,049
+104,412
103
$6.31M 0.17%
111,455
+66,270
104
$6.22M 0.17%
106,215
+96,900
105
$6.11M 0.17%
99,913
+90,601
106
$5.97M 0.16%
+48,375
107
$5.77M 0.16%
43,521
+34,941
108
$5.71M 0.16%
78,576
+63,889
109
$5.4M 0.15%
34,851
+16,167
110
$5.23M 0.14%
85,324
+48,482
111
$5.17M 0.14%
132,381
+107,729
112
$4.97M 0.14%
96,478
+84,047
113
$4.91M 0.13%
74,557
+62,815
114
$4.83M 0.13%
75,498
+69,521
115
$4.73M 0.13%
+96,313
116
$4.51M 0.12%
12,808
+6,350
117
$4.49M 0.12%
+51,480
118
$4.46M 0.12%
7,012
+3,780
119
$4.44M 0.12%
12,499
+11,473
120
$4.4M 0.12%
+50,561
121
$4.33M 0.12%
77,089
+69,989
122
$4.3M 0.12%
+23,620
123
$4.17M 0.11%
16,382
+15,377
124
$4.09M 0.11%
29,067
+23,142
125
$3.92M 0.11%
26,415
+22,425
3 4
5
6 7