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
$8.04B
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
126
$12M 0.15%
68,120
-24,515
127
$11.9M 0.15%
46,714
-1,315
128
$11.7M 0.15%
365,966
-9,725
129
$11.5M 0.14%
55,623
+172
130
$11.4M 0.14%
13,616
-3,594
131
$11.3M 0.14%
179,457
-32,633
132
$11.3M 0.14%
98,368
-6,604
133
$11.1M 0.14%
+193,698
134
$10.8M 0.13%
440,056
-18,300
135
$10.8M 0.13%
43,186
-7,088
136
$10.7M 0.13%
246,513
-44,790
137
$10.6M 0.13%
62,787
-13,340
138
$10.4M 0.13%
99,274
+1,010
139
$10.1M 0.13%
20,498
-10,401
140
$9.87M 0.12%
54,212
-10,873
141
$9.55M 0.12%
75,840
-4,215
142
$9.47M 0.12%
465,330
+17,403
143
$9.43M 0.12%
109,521
-5,286
144
$9.42M 0.12%
57,267
-5,341
145
$9.41M 0.12%
92,826
-7,170
146
$9.23M 0.11%
126,210
-79,469
147
$8.9M 0.11%
49,324
-6,790
148
$8.76M 0.11%
21,337
-3,492
149
$8.45M 0.11%
27,038
-2,462
150
$8.17M 0.1%
303,264
+26,799
4 5
6
7 8