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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$788K 0.03%
5,091
+355
227
$783K 0.03%
17,280
+4,815
228
$782K 0.03%
10,722
-106,919
229
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230
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16,176
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231
$759K 0.03%
9,811
-2,351
232
$748K 0.03%
7,619
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233
$748K 0.03%
20,390
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234
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5,506
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236
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237
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804
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238
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239
$676K 0.02%
2,848
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240
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241
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242
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243
$648K 0.02%
9,785
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244
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245
$640K 0.02%
3,332
246
$632K 0.02%
10,448
247
$624K 0.02%
4,569
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248
$623K 0.02%
14,398
+81
249
$619K 0.02%
8,846
-589
250
$615K 0.02%
2,129
+23
8 9
10
11 12