SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
1251
– –
-9,640
1252
– –
-9,766
1253
– –
-2,549
1254
– –
-16,990
1255
– –
-15,252
1256
– –
-3,607
1257
– –
-28,552
1258
– –
-5,843
1259
– –
-7,042
1260
– –
-7,295
1261
– –
-600
1262
– –
-4,353
1263
– –
-5,264
1264
– –
-5,529
1265
– –
-4,298
1266
– –
-4,081
1267
– –
-10,848
1268
– –
-11,084
1269
– –
-5,911
1270
– –
-19,835
1271
– –
-17,603
1272
– –
-9,759
1273
– –
-1,382
1274
– –
-42,385
1275
– –
-31,159
48 49 50
51
52