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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.15M 0.13%
56,978
+6,633
127
$3.99M 0.13%
55,443
-5,379
128
$3.92M 0.12%
84,848
-29,469
129
$3.9M 0.12%
36,396
+3,736
130
$3.89M 0.12%
7,698
-1,580
131
$3.82M 0.12%
24,456
+3,534
132
$3.79M 0.12%
105,222
+21,929
133
$3.66M 0.12%
32,495
+27,975
134
$3.48M 0.11%
119,819
+17,767
135
$3.47M 0.11%
78,133
-2,336
136
$3.39M 0.11%
53,493
+677
137
$3.27M 0.1%
20,273
-2,012
138
$3.13M 0.1%
17,573
-4,834
139
$3.07M 0.1%
252,780
-71,080
140
$2.94M 0.09%
62,254
-5,939
141
$2.89M 0.09%
95,170
-36,080
142
$2.85M 0.09%
20,982
-1,908
143
$2.79M 0.09%
63,856
-15,314
144
$2.77M 0.09%
+20,230
145
$2.71M 0.09%
26,407
-2,426
146
$2.51M 0.08%
13,365
-1,623
147
$2.48M 0.08%
178,628
+32,119
148
$2.48M 0.08%
9,634
-608
149
$2.38M 0.08%
25,977
-1,050
150
$2.33M 0.07%
29,758
-2,118
4 5
6
7 8