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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$85.4M
3
+$77.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.8M
5
AMZN icon
Amazon
AMZN
+$42.8M

Top Sells

1
+$198M
2
+$70.3M
3
+$45.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.2M

Sector Composition

1 Technology 12.45%
2 Consumer Discretionary 7.93%
3 Financials 6.47%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$641M 7.95%
2,702,206
+222,507
2
$295M 3.66%
4,541,429
+239,131
3
$257M 3.18%
3,290,989
+215,713
4
$243M 3.02%
1,262,924
+443,462
5
$207M 2.56%
2,080,764
+159,110
6
$195M 2.42%
518,005
+247,609
7
$174M 2.15%
1,142,392
+281,968
8
$138M 1.71%
4,098,942
+88,767
9
$118M 1.46%
788,687
+69,133
10
$118M 1.46%
3,542,293
+338,346
11
$116M 1.44%
1,141,615
+98,804
12
$115M 1.43%
2,328,470
+1,562,770
13
$113M 1.4%
1,040,254
-27,400
14
$104M 1.29%
746,834
+117,543
15
$103M 1.28%
539,437
+2,083
16
$101M 1.25%
2,189,941
+237,581
17
$84.4M 1.05%
780,095
+72,808
18
$84.3M 1.05%
1,626,810
-15,757
19
$80.4M 1%
225,448
+32,025
20
$75.1M 0.93%
1,471,677
+243,088
21
$74.4M 0.92%
1,345,296
+18,502
22
$74M 0.92%
501,858
-476,718
23
$71.1M 0.88%
504,602
+218,297
24
$71.1M 0.88%
149,514
+48,590
25
$67.4M 0.84%
216,693
+57,401
1
2 3 4 5