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
201
$4.81M 0.06%
91,945
-6,865
202
$4.8M 0.06%
10,329
-4,939
203
$4.72M 0.06%
30,211
-1,717
204
$4.63M 0.06%
18,525
+2,959
205
$4.57M 0.06%
103,526
-1,184
206
$4.52M 0.06%
10,807
-3,569
207
$4.51M 0.06%
16,678
+523
208
$4.45M 0.06%
78,824
+106
209
$4.41M 0.05%
45,350
-9,260
210
$4.39M 0.05%
17,832
-3,405
211
$4.38M 0.05%
329,723
-12,427
212
$4.23M 0.05%
8,380
-1,214
213
$4.16M 0.05%
154,953
-12,363
214
$4.12M 0.05%
92,597
-6,164
215
$4.1M 0.05%
23,119
-3,268
216
$4.06M 0.05%
43,094
-14,853
217
$4.04M 0.05%
80,494
-49,352
218
$4.03M 0.05%
20,858
-17,521
219
$3.97M 0.05%
36,465
-4,793
220
$3.93M 0.05%
65,009
-3,551
221
$3.91M 0.05%
30,435
-10,898
222
$3.91M 0.05%
40,728
-5,283
223
$3.89M 0.05%
21,744
+277
224
$3.87M 0.05%
50,255
-3,760
225
$3.86M 0.05%
17,147
-7,601
7 8
9
10 11