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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$401K 0.03%
24,496
+5,009
227
$394K 0.03%
3,839
+2
228
$393K 0.03%
90,240
-2,080
229
$390K 0.03%
1,756
+41
230
$388K 0.03%
19,463
-14,297
231
$385K 0.03%
1,856
-427
232
$385K 0.03%
11,263
+1,942
233
$384K 0.03%
4,417
+84
234
$382K 0.03%
5,201
+13
235
$380K 0.03%
2,472
-89
236
$379K 0.03%
6,750
+1,082
237
$377K 0.03%
20,000
238
$375K 0.03%
10,704
-266
239
$375K 0.03%
12,039
240
$374K 0.03%
3,347
+251
241
$374K 0.03%
12,306
-1,398
242
$374K 0.03%
2,429
+3
243
$373K 0.03%
4,603
+1,270
244
$370K 0.03%
5,988
-1,528
245
$365K 0.03%
2,214
+67
246
$363K 0.03%
6,566
+21
247
$362K 0.03%
2,148
-24
248
$360K 0.03%
4,085
+1,713
249
$360K 0.03%
1,969
-68
250
$359K 0.03%
19,153
8 9
10
11 12