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
201
$5.72M 0.07%
9,594
+3,935
202
$5.64M 0.07%
48,612
+8,707
203
$5.63M 0.07%
184,781
-2,691
204
$5.47M 0.07%
240,548
+29,504
205
$5.46M 0.07%
64,910
+12,301
206
$5.44M 0.07%
24,748
+21,886
207
$5.44M 0.07%
60,250
+25,681
208
$5.4M 0.07%
57,947
+31,954
209
$5.26M 0.07%
104,710
+37,233
210
$5.24M 0.07%
32,335
+18,795
211
$5.22M 0.06%
21,237
+10,636
212
$5.1M 0.06%
78,718
+1,555
213
$5.09M 0.06%
43,445
+2,583
214
$5.08M 0.06%
31,928
+30,065
215
$4.89M 0.06%
49,018
-14,776
216
$4.88M 0.06%
+41,258
217
$4.68M 0.06%
9,934
+5,047
218
$4.57M 0.06%
+50,336
219
$4.54M 0.06%
32,642
+29,097
220
$4.46M 0.06%
87,543
+37,089
221
$4.46M 0.06%
23,153
+4,697
222
$4.44M 0.06%
82,927
-1,429
223
$4.43M 0.05%
68,560
-3,951
224
$4.37M 0.05%
2,782
+1,522
225
$4.33M 0.05%
165,726
+2,960
7 8
9
10 11