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
$14.6B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$38.5M
3
+$32.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.4M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$25.9M

Top Sells

1
+$34.7M
2
+$27.5M
3
+$21.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$17.7M
5
CZR icon
Caesars Entertainment
CZR
+$17.3M

Sector Composition

1 Technology 12.81%
2 Financials 7.5%
3 Consumer Discretionary 5.17%
4 Industrials 4.89%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYH icon
1351
iShares US Healthcare ETF
IYH
$2.94B
$250K ﹤0.01%
4,423
-173
TLK icon
1352
Telkom Indonesia
TLK
$20.7B
$249K ﹤0.01%
+14,728
TPL icon
1353
Texas Pacific Land
TPL
$21.1B
$249K ﹤0.01%
236
+14
CF icon
1354
CF Industries
CF
$13.8B
$249K ﹤0.01%
+2,703
ELAN icon
1355
Elanco Animal Health
ELAN
$10.7B
$248K ﹤0.01%
+17,396
ONON icon
1356
On Holding
ONON
$11.8B
$248K ﹤0.01%
+4,766
TDC icon
1357
Teradata
TDC
$2.59B
$248K ﹤0.01%
+11,117
SCHK icon
1358
Schwab 1000 Index ETF
SCHK
$4.73B
$247K ﹤0.01%
8,290
+347
UNM icon
1359
Unum
UNM
$13B
$247K ﹤0.01%
3,056
+401
FMC icon
1360
FMC
FMC
$1.67B
$246K ﹤0.01%
+5,894
MEDP icon
1361
Medpace
MEDP
$16.9B
$245K ﹤0.01%
781
-44
PBR icon
1362
Petrobras
PBR
$78.2B
$245K ﹤0.01%
+19,560
MFA
1363
MFA Financial
MFA
$951M
$244K ﹤0.01%
25,838
-31,523
VOOV icon
1364
Vanguard S&P 500 Value ETF
VOOV
$5.76B
$244K ﹤0.01%
+1,291
SCHP icon
1365
Schwab US TIPS ETF
SCHP
$14.3B
$243K ﹤0.01%
9,118
-1,345
ACM icon
1366
Aecom
ACM
$17.5B
$243K ﹤0.01%
+2,155
UHS icon
1367
Universal Health Services
UHS
$14.5B
$243K ﹤0.01%
+1,341
CORP icon
1368
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.33B
$243K ﹤0.01%
2,494
-303
VALE icon
1369
Vale
VALE
$52.5B
$242K ﹤0.01%
24,929
+7,915
GSEW icon
1370
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.33B
$242K ﹤0.01%
+2,963
JOE icon
1371
St. Joe Company
JOE
$3.44B
$241K ﹤0.01%
5,055
-252
DON icon
1372
WisdomTree US MidCap Dividend Fund
DON
$3.66B
$241K ﹤0.01%
4,807
+294
TRU icon
1373
TransUnion
TRU
$15.5B
$240K ﹤0.01%
+2,733
AR icon
1374
Antero Resources
AR
$10.1B
$240K ﹤0.01%
5,967
+523
BOOT icon
1375
Boot Barn
BOOT
$5.71B
$239K ﹤0.01%
+1,571
53 54
55
56 57