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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.8M 0.16%
291,303
+38,888
127
$12.6M 0.16%
67,805
+269
128
$12.5M 0.15%
244,388
-11,946
129
$12.5M 0.15%
177,195
-8,217
130
$12M 0.15%
59,898
+4,750
131
$11.8M 0.15%
566,860
+18,624
132
$11.7M 0.15%
62,925
+60,755
133
$11.4M 0.14%
48,029
+45,353
134
$11.3M 0.14%
50,274
+46,424
135
$11.1M 0.14%
298,300
-2,256
136
$11M 0.14%
104,972
+9,042
137
$11M 0.14%
64,653
+58,419
138
$11M 0.14%
76,127
+55,687
139
$11M 0.14%
375,691
-11,653
140
$10.9M 0.14%
212,090
+48,308
141
$10.8M 0.13%
458,356
+11,248
142
$10.4M 0.13%
98,264
+980
143
$10.1M 0.13%
67,648
+18,280
144
$10.1M 0.13%
65,085
+25,923
145
$10M 0.12%
38,379
+18,896
146
$9.99M 0.12%
595,372
+488,557
147
$9.98M 0.12%
32,156
+28,016
148
$9.93M 0.12%
24,829
+20,349
149
$9.89M 0.12%
22,634
+5,570
150
$9.83M 0.12%
15,723
+11,780
4 5
6
7 8