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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.8M 0.2%
162,044
+21,069
102
$16.4M 0.2%
105,137
+1,151
103
$16.4M 0.2%
94,879
+8,851
104
$16.2M 0.2%
54,401
+523
105
$16.2M 0.19%
571,466
-76,400
106
$15.9M 0.19%
238,810
-19,199
107
$15.2M 0.18%
111,430
+19,641
108
$15.2M 0.18%
471,394
-39,128
109
$15M 0.18%
162,298
-180
110
$14.9M 0.18%
254,359
+58
111
$14.8M 0.18%
208,257
-328
112
$14.7M 0.18%
74,173
+6,053
113
$13.9M 0.17%
95,320
-4,027
114
$13.5M 0.16%
63,884
+10,161
115
$13.4M 0.16%
1,913,037
+130
116
$13.3M 0.16%
162,977
-20,207
117
$13.3M 0.16%
64,800
-1,662
118
$13.3M 0.16%
525,900
-42,896
119
$12.5M 0.15%
159,517
-11,078
120
$12.3M 0.15%
47,444
+4,258
121
$12.2M 0.15%
229,076
-2,491
122
$12.2M 0.15%
15,443
+1,827
123
$12M 0.14%
59,251
-122
124
$12M 0.14%
55,907
+9,193
125
$11.9M 0.14%
108,241
+15,415
3 4
5
6 7