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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$33.5M
3
+$32.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.7M
2
+$33.3M
3
+$17.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.4M
5
CMCSA icon
Comcast
CMCSA
+$5.44M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$421M 10.34%
2,201,238
+166,813
2
$229M 5.63%
3,956,770
+329,999
3
$170M 4.19%
1,757,486
+109,890
4
$159M 3.9%
2,877,653
+380,088
5
$107M 2.62%
3,671,391
+259,645
6
$94M 2.31%
723,427
+250,855
7
$81M 1.99%
768,061
-338,341
8
$79.7M 1.96%
1,769,717
+156,993
9
$74.6M 1.83%
2,761,461
+295,270
10
$69M 1.7%
1,658,052
+39,584
11
$67.9M 1.67%
799,759
+160,660
12
$67.3M 1.65%
1,474,704
+1,348,483
13
$64.8M 1.59%
1,354,567
-370,640
14
$59.9M 1.47%
1,284,576
+58,878
15
$58.2M 1.43%
414,296
+71,645
16
$58M 1.43%
613,289
+112,279
17
$53.7M 1.32%
223,727
+54,247
18
$52.9M 1.3%
3,515,358
-47,034
19
$46.6M 1.15%
150,850
+29,748
20
$45.5M 1.12%
442,623
+3,644
21
$35.8M 0.88%
93,298
+24,160
22
$35.2M 0.86%
701,848
+120,907
23
$34.5M 0.85%
682,844
+144,001
24
$33.5M 0.82%
+309,894
25
$31.3M 0.77%
1,372,088
-98,786
1
2 3 4 5