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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.16M 0.1%
6,627
-777
152
$8.05M 0.1%
576,832
-20,890
153
$7.98M 0.1%
87,354
-13,454
154
$7.92M 0.1%
253,642
-10,669
155
$7.68M 0.1%
104,854
-13,263
156
$7.64M 0.09%
275,143
-25,924
157
$7.52M 0.09%
11,571
-4,152
158
$7.51M 0.09%
39,005
-4,660
159
$7.33M 0.09%
70,508
-1,124
160
$7.31M 0.09%
144,106
-39,855
161
$7.24M 0.09%
25,619
-3,597
162
$7.18M 0.09%
64,945
-6,599
163
$7.17M 0.09%
14,883
-4,693
164
$7.1M 0.09%
73,961
-1,332
165
$7.1M 0.09%
73,450
-4,172
166
$7.08M 0.09%
163,139
-8,888
167
$6.97M 0.09%
11,479
-5,378
168
$6.96M 0.09%
128,643
-9,446
169
$6.89M 0.09%
67,356
-5,146
170
$6.85M 0.09%
136,539
-10,345
171
$6.82M 0.08%
26,756
-2,644
172
$6.57M 0.08%
46,870
-10,474
173
$6.55M 0.08%
258,615
-12,747
174
$6.47M 0.08%
119,293
+42,244
175
$6.45M 0.08%
52,693
-7,557
5 6
7
8 9