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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$67.7M
3
+$58.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.7M
5
AVGO icon
Broadcom
AVGO
+$27.4M

Top Sells

1
+$194M
2
+$83.9M
3
+$56.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.3M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 7.02%
3 Financials 5.45%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.91M 0.1%
6,195
-432
152
$7.65M 0.09%
580,146
+3,314
153
$7.58M 0.09%
270,850
-4,293
154
$7.43M 0.09%
42,730
+358
155
$7.41M 0.09%
292,471
+60,747
156
$6.99M 0.08%
29,636
+2,621
157
$6.97M 0.08%
67,166
-3,342
158
$6.95M 0.08%
15,746
+863
159
$6.89M 0.08%
135,848
-8,258
160
$6.87M 0.08%
311,060
+46,668
161
$6.74M 0.08%
105,929
+5,931
162
$6.66M 0.08%
59,164
-5,781
163
$6.66M 0.08%
121,051
-15,488
164
$6.62M 0.08%
96,484
-8,370
165
$6.52M 0.08%
237,478
-16,164
166
$6.31M 0.08%
45,684
+284
167
$6.3M 0.08%
28,579
+1,823
168
$6.29M 0.08%
80,836
-6,518
169
$6.24M 0.08%
39,277
-7,593
170
$6.16M 0.07%
116,578
-12,065
171
$6.12M 0.07%
123,933
+43,439
172
$6.01M 0.07%
154,701
-22,533
173
$5.98M 0.07%
30,762
+9,503
174
$5.95M 0.07%
101,474
+650
175
$5.84M 0.07%
122,951
-164,187
5 6
7
8 9