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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.23M 0.07%
198,992
-7,212
152
$2.22M 0.07%
23,045
-874
153
$2.13M 0.07%
58,423
-9,149
154
$2.05M 0.06%
6,247
-3,325
155
$2.04M 0.06%
28,602
-2,179
156
$1.93M 0.06%
5,953
-648
157
$1.91M 0.06%
9,079
-952
158
$1.87M 0.06%
72,112
-2,744
159
$1.83M 0.06%
13,482
-8,279
160
$1.81M 0.06%
15,262
-1,955
161
$1.81M 0.06%
63,451
-468
162
$1.8M 0.06%
22,430
-658
163
$1.75M 0.06%
40,160
-7,003
164
$1.7M 0.05%
21,491
-1,037
165
$1.69M 0.05%
30,209
-623
166
$1.68M 0.05%
55,670
-8,567
167
$1.65M 0.05%
68,354
-7,388
168
$1.65M 0.05%
26,274
-660
169
$1.63M 0.05%
7,099
-1,005
170
$1.63M 0.05%
120,263
+251
171
$1.62M 0.05%
9,497
-1,233
172
$1.59M 0.05%
16,479
-8,505
173
$1.59M 0.05%
28,439
-5,029
174
$1.59M 0.05%
78,915
-16,521
175
$1.57M 0.05%
19,232
-6,111
5 6
7
8 9