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
1
$784M 9.45%
2,931,255
+114,647
2
$311M 3.75%
3,314,479
+39,480
3
$268M 3.23%
1,271,706
+21,734
4
$259M 3.12%
3,835,147
+157,633
5
$253M 3.05%
565,642
+43,200
6
$226M 2.72%
1,825,815
-23,655
7
$213M 2.57%
1,101,583
+12,082
8
$164M 1.98%
4,380,986
+712,064
9
$139M 1.67%
1,236,631
+53,612
10
$123M 1.49%
677,523
-21,074
11
$109M 1.31%
506,252
-17,246
12
$108M 1.3%
1,010,907
-50,127
13
$104M 1.25%
645,399
+17,392
14
$93.7M 1.13%
1,592,920
-25,815
15
$92.3M 1.11%
503,023
+10,784
16
$90.5M 1.09%
222,546
-4,155
17
$89.7M 1.08%
841,353
+44,373
18
$79.8M 0.96%
1,312,127
-50,410
19
$79.6M 0.96%
146,331
+1,956
20
$77.8M 0.94%
484,460
+170,360
21
$76.4M 0.92%
1,524,132
+24,657
22
$75.3M 0.91%
635,796
+39,828
23
$70M 0.84%
+1,539,918
24
$67.7M 0.82%
+1,297,637
25
$61.9M 0.75%
122,724
+13,888
1
2 3 4 5