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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.6M 0.14%
55,755
+132
127
$11.5M 0.14%
294,115
128
$11.2M 0.13%
21,970
+1,472
129
$11.2M 0.13%
346,663
-19,303
130
$11.2M 0.13%
93,900
-4,468
131
$11.1M 0.13%
89,556
-60,711
132
$10.8M 0.13%
103,428
+4,154
133
$10.5M 0.13%
164,877
-14,580
134
$9.62M 0.12%
245,726
-787
135
$9.58M 0.12%
456,969
-8,361
136
$9.56M 0.12%
67,820
+10,553
137
$9.5M 0.11%
55,401
+1,189
138
$9.43M 0.11%
397,436
-42,620
139
$9.36M 0.11%
29,865
+2,827
140
$9.31M 0.11%
193,667
-31
141
$9.14M 0.11%
74,984
-856
142
$8.85M 0.11%
110,499
-15,711
143
$8.83M 0.11%
335,302
+32,038
144
$8.63M 0.1%
53,228
+3,904
145
$8.54M 0.1%
97,379
-12,142
146
$8.4M 0.1%
324,883
+266,566
147
$8.29M 0.1%
43,152
+4,147
148
$8.15M 0.1%
12,408
+837
149
$8.02M 0.1%
11,883
+404
150
$7.98M 0.1%
27,503
+1,884
4 5
6
7 8