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
201
$4.61M 0.06%
35,039
+4,758
202
$4.56M 0.05%
20,137
+2,305
203
$4.55M 0.05%
46,784
+3,690
204
$4.54M 0.05%
31,829
+1,394
205
$4.46M 0.05%
56,905
-5,651
206
$4.42M 0.05%
38,677
+831
207
$4.42M 0.05%
80,323
+1,499
208
$4.31M 0.05%
19,633
+524
209
$4.24M 0.05%
31,033
+822
210
$4.22M 0.05%
101,679
-17,614
211
$4.19M 0.05%
51,620
+6,460
212
$4.18M 0.05%
40,675
-549,404
213
$4.17M 0.05%
7,503
-877
214
$4M 0.05%
18,231
+1,084
215
$3.97M 0.05%
17,676
+1,814
216
$3.94M 0.05%
7,278
+1,449
217
$3.93M 0.05%
50,652
+5,201
218
$3.83M 0.05%
21,038
+180
219
$3.82M 0.05%
21,909
+165
220
$3.81M 0.05%
64,136
+8,883
221
$3.8M 0.05%
141,156
+14,263
222
$3.79M 0.05%
33,552
+1,190
223
$3.76M 0.05%
11,049
+2,619
224
$3.73M 0.05%
43,482
+2,754
225
$3.73M 0.04%
50,576
-209,873
7 8
9
10 11