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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17M 0.21%
664,555
+73,109
102
$16.8M 0.21%
152,403
+122,428
103
$16.5M 0.2%
459,204
+84,586
104
$16.3M 0.2%
383,653
+59,449
105
$16.3M 0.2%
30,899
+13,168
106
$16.1M 0.2%
319,091
+72,149
107
$15.3M 0.19%
645,767
+12
108
$15.1M 0.19%
96,038
+62,523
109
$15.1M 0.19%
142,874
+98,744
110
$14.8M 0.18%
266,835
+152,890
111
$14.5M 0.18%
92,337
+38,559
112
$14.3M 0.18%
190,820
+32,478
113
$14.2M 0.18%
87,038
+67,867
114
$14.2M 0.18%
246,007
+241,431
115
$14.2M 0.18%
+1,608,060
116
$14M 0.17%
17,210
+15,196
117
$13.7M 0.17%
59,639
+55,934
118
$13.4M 0.17%
205,679
+25,465
119
$13.3M 0.17%
57,631
+55,627
120
$13.2M 0.16%
73,576
+64,162
121
$13.1M 0.16%
28,859
+21,176
122
$13M 0.16%
+118,265
123
$13M 0.16%
28,246
+17,885
124
$13M 0.16%
144,104
+137,261
125
$12.8M 0.16%
516,376
-28,708
3 4
5
6 7