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
$3.67B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$138M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$121M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$96.9M

Top Sells

1
+$1.38M
2
+$940K
3
+$244K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$191K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 5.34%
3 Consumer Discretionary 3.74%
4 Financials 3.53%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$442M 12.05%
1,831,032
+1,168,628
2
$223M 6.07%
3,141,254
+1,887,041
3
$162M 4.41%
2,058,228
+1,233,650
4
$158M 4.32%
1,388,097
+1,060,468
5
$139M 3.79%
1,024,047
+1,012,751
6
$104M 2.83%
585,423
+396,893
7
$88.9M 2.42%
+1,719,430
8
$84.1M 2.29%
723,624
+504,363
9
$78.7M 2.14%
4,147,584
+2,515,608
10
$78.5M 2.14%
2,413,762
+1,541,259
11
$72.4M 1.97%
1,251,323
+857,616
12
$63.9M 1.74%
1,205,847
+750,056
13
$62.6M 1.71%
592,004
+458,381
14
$59.1M 1.61%
175,710
+127,314
15
$50.6M 1.38%
227,487
+141,953
16
$47.8M 1.3%
1,771,918
+1,199,590
17
$45M 1.23%
+1,363,604
18
$41.6M 1.13%
823,855
+551,200
19
$40M 1.09%
374,194
+254,941
20
$38.1M 1.04%
228,580
+179,180
21
$37M 1.01%
123,836
+64,972
22
$36.7M 1%
76,985
+62,890
23
$30.9M 0.84%
189,739
+26,306
24
$30.6M 0.83%
76,801
+59,989
25
$28M 0.76%
954,360
+604,179
1
2 3 4 5