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
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$46.1M
3
+$40.5M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$25.3M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.7M

Top Sells

1
+$24.3M
2
+$22.8M
3
+$8.82M
4
RTX icon
RTX Corp
RTX
+$6.89M
5
CVX icon
Chevron
CVX
+$5.66M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.94M 0.07%
29,682
-69,555
152
$2.94M 0.07%
197,285
+30,283
153
$2.86M 0.07%
38,874
+6,936
154
$2.83M 0.07%
11,700
+556
155
$2.82M 0.07%
87,543
-5,208
156
$2.78M 0.07%
34,972
+2,266
157
$2.73M 0.07%
25,142
+748
158
$2.72M 0.07%
22,962
-6,105
159
$2.71M 0.07%
17,770
-2,376
160
$2.68M 0.07%
9,439
+1,528
161
$2.64M 0.07%
16,625
-430
162
$2.63M 0.07%
5,962
-6,537
163
$2.63M 0.07%
24,898
+3,315
164
$2.61M 0.07%
28,647
+2,559
165
$2.6M 0.06%
25,639
+756
166
$2.57M 0.06%
23,862
-2,288
167
$2.52M 0.06%
61,242
+9,027
168
$2.51M 0.06%
140,720
+20,051
169
$2.48M 0.06%
65,346
-2,686
170
$2.42M 0.06%
8,443
+1,531
171
$2.41M 0.06%
177,346
-248,098
172
$2.4M 0.06%
79,081
-29,475
173
$2.35M 0.06%
11,074
+3,374
174
$2.34M 0.06%
10,518
+3,086
175
$2.33M 0.06%
17,688
+2,194
5 6
7
8 9