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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.68M 0.12%
100,808
+17,520
152
$9.67M 0.12%
+43,665
153
$9.57M 0.12%
71,914
-502
154
$9.57M 0.12%
118,117
+10,285
155
$9.52M 0.12%
62,608
+59,118
156
$9.38M 0.12%
99,996
+90,511
157
$9.33M 0.12%
183,961
-421,212
158
$9.32M 0.12%
114,807
+92,213
159
$9.13M 0.11%
80,055
-1,301
160
$8.83M 0.11%
55,451
+4,696
161
$8.67M 0.11%
301,067
+60,706
162
$8.35M 0.1%
19,576
+7,759
163
$8.32M 0.1%
264,311
+7,002
164
$8.31M 0.1%
447,927
+4,149
165
$8.27M 0.1%
56,114
+16,339
166
$8.21M 0.1%
16,857
+7,387
167
$7.93M 0.1%
138,089
+16,110
168
$7.86M 0.1%
22,409
+9,316
169
$7.83M 0.1%
28,589
+6,437
170
$7.6M 0.09%
597,722
-3,158
171
$7.59M 0.09%
29,216
+6,715
172
$7.57M 0.09%
172,027
-1,529
173
$7.53M 0.09%
77,622
+5,312
174
$7.5M 0.09%
71,632
-25,235
175
$7.49M 0.09%
7,404
+962
5 6
7
8 9