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
201
$2.13M 0.05%
79,148
+43,165
202
$2.07M 0.05%
66,711
+3,260
203
$2.03M 0.05%
36,270
+18,290
204
$1.98M 0.05%
21,337
-4,640
205
$1.97M 0.05%
552,185
+538,232
206
$1.96M 0.05%
45,482
+5,322
207
$1.92M 0.05%
22,967
+19,778
208
$1.91M 0.05%
45,440
+9,240
209
$1.83M 0.05%
70,732
-1,380
210
$1.79M 0.04%
14,384
-878
211
$1.79M 0.04%
18,818
+5,634
212
$1.77M 0.04%
26,969
-3,240
213
$1.75M 0.04%
125,352
+5,089
214
$1.73M 0.04%
24,561
-1,713
215
$1.7M 0.04%
+70,639
216
$1.69M 0.04%
11,361
+3,356
217
$1.69M 0.04%
29,969
-85
218
$1.68M 0.04%
5,000
+3,252
219
$1.67M 0.04%
16,549
+6,946
220
$1.67M 0.04%
19,661
-5,223
221
$1.64M 0.04%
7,911
+4,724
222
$1.62M 0.04%
6,093
+3,088
223
$1.6M 0.04%
13,698
+4,697
224
$1.6M 0.04%
13,714
+2,882
225
$1.56M 0.04%
3,649
+1,697
7 8
9
10 11