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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.6M 0.21%
34,467
+11,833
102
$16.4M 0.2%
86,028
-1,010
103
$16.4M 0.2%
103,986
+36,338
104
$16M 0.2%
140,975
-11,428
105
$15.7M 0.2%
99,347
+7,010
106
$15.5M 0.19%
208,585
-50,123
107
$15.4M 0.19%
254,301
-12,534
108
$15M 0.19%
183,184
+139,939
109
$14.7M 0.18%
116,883
-25,991
110
$14.6M 0.18%
68,713
-4,863
111
$14.3M 0.18%
287,138
-31,953
112
$14.1M 0.18%
1,912,907
+304,847
113
$13.7M 0.17%
162,478
-28,342
114
$13.6M 0.17%
91,789
-4,249
115
$13.6M 0.17%
66,462
-1,343
116
$13.6M 0.17%
53,723
-3,908
117
$13.2M 0.16%
568,796
+1,936
118
$13M 0.16%
170,595
-6,600
119
$12.7M 0.16%
517,858
+1,482
120
$12.5M 0.16%
59,373
-525
121
$12.4M 0.15%
49,979
-9,660
122
$12.4M 0.15%
282,868
-1,150,773
123
$12.4M 0.15%
231,567
-12,821
124
$12.2M 0.15%
135,839
-8,265
125
$12M 0.15%
294,115
-4,185
3 4
5
6 7