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
176
$5.82M 0.07%
25,709
+1,629
177
$5.76M 0.07%
114,541
+602
178
$5.66M 0.07%
46,795
+2,321
179
$5.57M 0.07%
193,288
-24,358
180
$5.57M 0.07%
225,471
-33,144
181
$5.55M 0.07%
55,901
+3,208
182
$5.53M 0.07%
15,176
+4,051
183
$5.43M 0.07%
49,140
-5,289
184
$5.25M 0.06%
49,320
+3,970
185
$5.22M 0.06%
11,141
+334
186
$5.22M 0.06%
53,255
-8,438
187
$5.16M 0.06%
48,661
+2,268
188
$5.15M 0.06%
95,285
+3,340
189
$5.07M 0.06%
19,641
-1,422
190
$5.03M 0.06%
189,440
-30,646
191
$4.95M 0.06%
62,888
-2,097
192
$4.95M 0.06%
+55,144
193
$4.93M 0.06%
71,960
+94
194
$4.91M 0.06%
21,956
+1,100
195
$4.89M 0.06%
10,474
-974
196
$4.82M 0.06%
19,276
+751
197
$4.81M 0.06%
15,855
+131
198
$4.76M 0.06%
10,837
+508
199
$4.72M 0.06%
52,594
-7,565
200
$4.69M 0.06%
17,633
+955
6 7
8
9 10