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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.44M 0.21%
272,465
+4,613
102
$8.36M 0.21%
85,157
-712
103
$8.3M 0.2%
190,344
+60,858
104
$7.81M 0.19%
310,134
+96,927
105
$7.72M 0.19%
516,885
-5,169
106
$7.48M 0.18%
511,880
+259,100
107
$7.43M 0.18%
58,291
+3,682
108
$7.4M 0.18%
194,606
+14,044
109
$7.39M 0.18%
103,757
+8,574
110
$7.27M 0.18%
108,771
+35,801
111
$7.27M 0.18%
50,084
+15,966
112
$7.24M 0.18%
328,902
+3,402
113
$7.06M 0.17%
13,322
+5,624
114
$7M 0.17%
100,260
+7,020
115
$6.87M 0.17%
89,787
+7,903
116
$6.77M 0.17%
49,883
+17,388
117
$6.77M 0.17%
29,627
+3,689
118
$6.58M 0.16%
44,928
+42,251
119
$6.57M 0.16%
88,502
+32,924
120
$6.51M 0.16%
79,741
+22,763
121
$6.45M 0.16%
53,477
+17,081
122
$6.23M 0.15%
47,998
+43,012
123
$6.21M 0.15%
128,405
+21,690
124
$6.16M 0.15%
35,408
+15,135
125
$6.12M 0.15%
258,697
-8,144
3 4
5
6 7