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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.57M 0.09%
22,773
+17,025
152
$3.57M 0.09%
49,981
+30,980
153
$3.48M 0.09%
13,253
+7,584
154
$3.39M 0.08%
291,643
+92,651
155
$3.29M 0.08%
27,305
+13,823
156
$3.28M 0.08%
51,488
+23,049
157
$3.26M 0.08%
21,516
+534
158
$3.21M 0.08%
29,263
+12,784
159
$3.21M 0.08%
12,020
+2,386
160
$3.2M 0.08%
+99,328
161
$3.2M 0.08%
93,569
-1,601
162
$3.16M 0.08%
60,080
-2,174
163
$3.11M 0.08%
12,632
+11,421
164
$3.08M 0.08%
10,587
+8,178
165
$3.01M 0.07%
+129,010
166
$2.91M 0.07%
33,509
-50,395
167
$2.9M 0.07%
28,759
+9,527
168
$2.89M 0.07%
33,579
+12,088
169
$2.89M 0.07%
70,569
-85,931
170
$2.87M 0.07%
39,909
+11,307
171
$2.86M 0.07%
61,361
-23,487
172
$2.71M 0.07%
19,231
+7,182
173
$2.69M 0.07%
18,520
+7,583
174
$2.67M 0.07%
32,657
+12,408
175
$2.66M 0.07%
80,352
+24,682
5 6
7
8 9