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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$645K 0.03%
9,435
227
$641K 0.03%
8,809
+616
228
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5,035
229
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231
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232
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233
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235
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236
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237
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239
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240
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241
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242
$571K 0.02%
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243
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15,344
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$564K 0.02%
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246
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247
$562K 0.02%
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-153
248
$560K 0.02%
9,460
-48
249
$557K 0.02%
8,710
+100
250
$541K 0.02%
3,888
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10
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