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
176
$1.53M 0.05%
9,276
-935
177
$1.51M 0.05%
3,921
-798
178
$1.51M 0.05%
5,326
-1,339
179
$1.51M 0.05%
31,093
-8,364
180
$1.47M 0.05%
30,054
-159,684
181
$1.47M 0.05%
20,612
-1,780
182
$1.45M 0.05%
7,702
-1,827
183
$1.43M 0.05%
12,049
-906
184
$1.41M 0.04%
10,937
-4,222
185
$1.39M 0.04%
3,050
-652
186
$1.35M 0.04%
12,861
-34,451
187
$1.33M 0.04%
86,813
-16,060
188
$1.33M 0.04%
18,915
-513
189
$1.32M 0.04%
36,200
-2,190
190
$1.32M 0.04%
16,119
+586
191
$1.29M 0.04%
19,001
-1,486
192
$1.28M 0.04%
5,669
-3,842
193
$1.26M 0.04%
13,132
+525
194
$1.26M 0.04%
12,276
-182
195
$1.24M 0.04%
20,249
-1,029
196
$1.23M 0.04%
31,034
-113
197
$1.22M 0.04%
5,372
-231
198
$1.21M 0.04%
7,404
-49
199
$1.19M 0.04%
8,005
-1,644
200
$1.17M 0.04%
18,856
-163
6 7
8
9 10