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
176
$6.18M 0.08%
61,693
-4,703
177
$6.12M 0.08%
99,998
-13,439
178
$6.02M 0.07%
217,646
-6,129
179
$6.02M 0.07%
54,429
-63,836
180
$5.91M 0.07%
264,392
+23,844
181
$5.91M 0.07%
100,824
-5,698
182
$5.87M 0.07%
45,400
+24,825
183
$5.84M 0.07%
177,234
-7,547
184
$5.82M 0.07%
60,159
-6,329
185
$5.76M 0.07%
42,372
-25,000
186
$5.67M 0.07%
126,782
-23,724
187
$5.66M 0.07%
64,985
-17,740
188
$5.63M 0.07%
+113,939
189
$5.57M 0.07%
27,015
-5,320
190
$5.56M 0.07%
220,086
-17,777
191
$5.48M 0.07%
44,474
+1,029
192
$5.45M 0.07%
15,724
-6,685
193
$5.33M 0.07%
20,856
-7,554
194
$5.33M 0.07%
231,724
+29,435
195
$5.21M 0.06%
11,448
-17,411
196
$5.14M 0.06%
62,556
-2,354
197
$5.1M 0.06%
21,063
-7,526
198
$5.02M 0.06%
24,080
+927
199
$4.83M 0.06%
46,393
-3,943
200
$4.82M 0.06%
37,846
-10,766
6 7
8
9 10