SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.79M 0.08%
167,002
+146,420
152
$2.77M 0.08%
32,706
+15,984
153
$2.69M 0.07%
+31,948
154
$2.68M 0.07%
+37,320
155
$2.68M 0.07%
44,324
+38,451
156
$2.67M 0.07%
24,883
+12,528
157
$2.66M 0.07%
47,896
+32,508
158
$2.58M 0.07%
27,620
+20,350
159
$2.52M 0.07%
7,911
+595
160
$2.51M 0.07%
31,938
+28,354
161
$2.51M 0.07%
11,144
+4,444
162
$2.51M 0.07%
30,848
+17,946
163
$2.5M 0.07%
42,204
+36,653
164
$2.5M 0.07%
+21,583
165
$2.48M 0.07%
47,928
+26,347
166
$2.46M 0.07%
+61,770
167
$2.44M 0.07%
+15,494
168
$2.34M 0.06%
11,645
+9,722
169
$2.34M 0.06%
+35,444
170
$2.32M 0.06%
52,215
+24,818
171
$2.24M 0.06%
120,669
+69,217
172
$2.18M 0.06%
44,108
+28,493
173
$2.16M 0.06%
15,327
+12,440
174
$2.13M 0.06%
9,191
+7,469
175
$2.12M 0.06%
10,145
+5,335
5 6
7
8 9