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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.09M 0.15%
49,469
+12,601
127
$6.08M 0.15%
93,946
+22,102
128
$5.92M 0.15%
28,485
+10,912
129
$5.92M 0.15%
36,601
-7,172
130
$5.87M 0.14%
183,660
+63,841
131
$5.53M 0.14%
107,897
+44,041
132
$5.49M 0.13%
207,582
+36,655
133
$5.3M 0.13%
143,466
+38,244
134
$5.24M 0.13%
35,638
+11,182
135
$5.12M 0.13%
+208,348
136
$5.09M 0.13%
58,243
+2,800
137
$5.05M 0.12%
96,242
-99,736
138
$5.02M 0.12%
+101,101
139
$4.77M 0.12%
13,026
+7,073
140
$4.64M 0.11%
18,710
-2,440
141
$4.56M 0.11%
348,715
+170,087
142
$4.41M 0.11%
87,874
+9,741
143
$4.22M 0.1%
24,861
-10,880
144
$4.14M 0.1%
20,294
+6,929
145
$4.04M 0.1%
8,296
+4,375
146
$4.04M 0.1%
48,274
+18,516
147
$4.03M 0.1%
96,021
+73,207
148
$4M 0.1%
+6,354
149
$3.96M 0.1%
11,261
+5,014
150
$3.66M 0.09%
10,522
+5,196
4 5
6
7 8