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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$365M 11.51%
2,034,425
-9,891
2
$185M 5.82%
3,626,771
+17,873
3
$159M 5%
1,647,596
-98,772
4
$135M 4.27%
2,497,565
+33,935
5
$113M 3.58%
1,106,402
-1,531,322
6
$85.8M 2.7%
3,411,746
+714,509
7
$80.5M 2.54%
+1,725,207
8
$71.7M 2.26%
1,612,724
-13,574
9
$65.3M 2.06%
472,572
-33,787
10
$62.8M 1.98%
1,618,468
-94,581
11
$62M 1.95%
2,466,191
+127,590
12
$52.4M 1.65%
1,225,698
-30,679
13
$50.7M 1.6%
535,419
+98,642
14
$50.3M 1.59%
3,562,392
-249,447
15
$49.7M 1.57%
639,099
-19,056
16
$43.7M 1.38%
501,010
-2,697
17
$42.3M 1.33%
342,651
-33,203
18
$39.6M 1.25%
822,532
+39,617
19
$39.5M 1.24%
169,480
-13,128
20
$39.5M 1.24%
438,979
+21,161
21
$33.3M 1.05%
1,470,874
-152,288
22
$32.3M 1.02%
121,102
-2,832
23
$28.3M 0.89%
580,941
+23,578
24
$27.1M 0.85%
538,843
+12,865
25
$24.8M 0.78%
69,138
-10,922
1
2 3 4 5