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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$394K 0.03%
12,039
227
$393K 0.03%
8,242
-108
228
$391K 0.03%
4,259
+1,008
229
$389K 0.03%
2,217
+70
230
$388K 0.03%
35,741
231
$387K 0.03%
7,142
232
$386K 0.03%
+10,090
233
$385K 0.03%
2,025
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234
$383K 0.03%
10,576
+838
235
$381K 0.03%
2,491
+550
236
$380K 0.03%
5,325
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237
$376K 0.03%
7,275
+1,262
238
$375K 0.03%
3,248
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239
$371K 0.03%
6,098
+81
240
$369K 0.03%
6,826
-25,432
241
$366K 0.03%
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242
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3,952
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243
$363K 0.03%
2,318
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244
$362K 0.03%
37,839
245
$360K 0.03%
2,125
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246
$355K 0.03%
2,805
+109
247
$351K 0.03%
1,927
+346
248
$347K 0.03%
+10,622
249
$347K 0.03%
2,169
+399
250
$347K 0.03%
+5,061
8 9
10
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