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
176
$7.44M 0.09%
142,923
+127,466
177
$7.36M 0.09%
71,544
+7,886
178
$7.32M 0.09%
75,293
-2,521
179
$7.12M 0.09%
146,884
+447
180
$7.1M 0.09%
29,500
+10,572
181
$7.09M 0.09%
276,465
+58,700
182
$7.01M 0.09%
67,372
+27,335
183
$6.89M 0.09%
72,502
-609
184
$6.81M 0.08%
82,725
+16,085
185
$6.68M 0.08%
113,437
+55,080
186
$6.57M 0.08%
47,923
-2,996
187
$6.54M 0.08%
29,400
+16,630
188
$6.51M 0.08%
150,506
+8,787
189
$6.47M 0.08%
137,669
+11,338
190
$6.46M 0.08%
28,410
+25,268
191
$6.34M 0.08%
271,362
-8,871
192
$6.27M 0.08%
15,268
+5,802
193
$6.22M 0.08%
129,846
+87,261
194
$5.98M 0.07%
106,522
+7,420
195
$5.96M 0.07%
66,396
-3,182
196
$5.94M 0.07%
223,775
-207
197
$5.9M 0.07%
237,863
-705
198
$5.85M 0.07%
14,376
+11,448
199
$5.84M 0.07%
57,344
+23,759
200
$5.75M 0.07%
66,488
+62,640
6 7
8
9 10