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
201
$1.17M 0.04%
10,337
-2,790
202
$1.16M 0.04%
97,353
-39,756
203
$1.16M 0.04%
9,533
-5,785
204
$1.15M 0.04%
21,883
-9,573
205
$1.14M 0.04%
7,635
+1,057
206
$1.14M 0.04%
13,184
-895
207
$1.11M 0.04%
9,164
-825
208
$1.09M 0.03%
24,884
-926
209
$1.08M 0.03%
10,832
-1,949
210
$1.04M 0.03%
37,673
-271,638
211
$1.03M 0.03%
25,626
-1,804
212
$1.03M 0.03%
3,348
-74
213
$1.02M 0.03%
7,893
+1,080
214
$992K 0.03%
2,561
-157
215
$987K 0.03%
6,378
-1,922
216
$985K 0.03%
12,396
+1,530
217
$967K 0.03%
10,191
-752
218
$955K 0.03%
4,502
-1,521
219
$954K 0.03%
67,800
-12,302
220
$943K 0.03%
20,315
+1,039
221
$932K 0.03%
27,359
222
$925K 0.03%
35,983
223
$924K 0.03%
6,840
-790
224
$911K 0.03%
4,258
-27
225
$906K 0.03%
32,630
+50
7 8
9
10 11