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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.29M 0.18%
135,780
+24,325
102
$7.17M 0.18%
126,412
+20,197
103
$7M 0.18%
479,107
-1,703
104
$6.91M 0.17%
27,152
+447
105
$6.89M 0.17%
38,167
+1,027
106
$6.84M 0.17%
38,614
+1,323
107
$6.7M 0.17%
52,412
+4,037
108
$6.57M 0.16%
26,257
+2,637
109
$6.33M 0.16%
127,732
+31,254
110
$6.33M 0.16%
165,114
+32,733
111
$5.57M 0.14%
50,960
+24,752
112
$5.54M 0.14%
93,241
+14,665
113
$5.48M 0.14%
109,972
-9,501
114
$5.19M 0.13%
41,705
+15,290
115
$5.18M 0.13%
60,553
-14,945
116
$5.13M 0.13%
40,387
+34,445
117
$4.97M 0.12%
65,016
+17,120
118
$4.96M 0.12%
93,348
+16,259
119
$4.88M 0.12%
80,111
+5,554
120
$4.82M 0.12%
69,487
+16,398
121
$4.81M 0.12%
46,803
+9,161
122
$4.8M 0.12%
83,414
-1,910
123
$4.62M 0.12%
20,807
+3,822
124
$4.55M 0.11%
8,922
+1,419
125
$4.5M 0.11%
141,345
+28,767
3 4
5
6 7