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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.85M 0.18%
133,517
+16,799
102
$5.71M 0.18%
54,609
+1,571
103
$5.62M 0.18%
25,938
-607
104
$5.6M 0.18%
96,150
+10,513
105
$5.56M 0.18%
23,882
+2,176
106
$5.55M 0.18%
126,221
+89,771
107
$5.55M 0.18%
60,083
+5,932
108
$5.53M 0.17%
35,741
-1,086
109
$5.52M 0.17%
87,470
+20,478
110
$5.39M 0.17%
214,103
+28,498
111
$5.28M 0.17%
93,230
+15,585
112
$5.24M 0.17%
54,828
-6,952
113
$5.22M 0.16%
129,486
+12,560
114
$5.19M 0.16%
72,970
+9,651
115
$5.17M 0.16%
31,639
-7,429
116
$4.93M 0.16%
180,562
+936
117
$4.92M 0.16%
38,956
-4,206
118
$4.86M 0.15%
37,842
+5,306
119
$4.73M 0.15%
21,150
-3,544
120
$4.72M 0.15%
213,207
+33,597
121
$4.68M 0.15%
106,715
-18,150
122
$4.65M 0.15%
55,578
+4,195
123
$4.41M 0.14%
71,844
+63,385
124
$4.41M 0.14%
170,927
+25,637
125
$4.35M 0.14%
21,243
+4,362
3 4
5
6 7