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
176
$2.64M 0.07%
13,876
+4,712
177
$2.63M 0.06%
11,166
+4,067
178
$2.56M 0.06%
18,733
-1,497
179
$2.56M 0.06%
11,961
+2,882
180
$2.47M 0.06%
40,099
+18,216
181
$2.47M 0.06%
10,315
+1,039
182
$2.47M 0.06%
70,491
-155,440
183
$2.42M 0.06%
20,522
+8,246
184
$2.39M 0.06%
+96,313
185
$2.39M 0.06%
36,847
-16,646
186
$2.38M 0.06%
25,986
+2,941
187
$2.35M 0.06%
21,416
+11,079
188
$2.32M 0.06%
12,666
+3,169
189
$2.32M 0.06%
11,657
+3,955
190
$2.31M 0.06%
30,980
-64,632
191
$2.3M 0.06%
32,013
+11,401
192
$2.3M 0.06%
21,805
-4,602
193
$2.24M 0.06%
4,361
+1,311
194
$2.22M 0.05%
120,419
+33,606
195
$2.19M 0.05%
7,299
+5,919
196
$2.18M 0.05%
13,185
+6,807
197
$2.17M 0.05%
20,080
+9,889
198
$2.16M 0.05%
97,180
+58,796
199
$2.14M 0.05%
97,896
+18,981
200
$2.14M 0.05%
14,093
+7,253
6 7
8
9 10