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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$3.46M
3
+$3.43M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.35M

Top Sells

1
+$7.84M
2
+$6.27M
3
+$5.96M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$5.7M
5
PEP icon
PepsiCo
PEP
+$3.65M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$221K 0.03%
3,456
252
$220K 0.03%
1,361
253
$219K 0.03%
3,495
+144
254
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1,785
255
$216K 0.03%
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256
$214K 0.03%
1,802
257
$213K 0.03%
7,556
-184
258
$212K 0.03%
3,562
259
$211K 0.03%
2,752
260
$210K 0.03%
+1,699
261
$210K 0.03%
+1,588
262
$208K 0.03%
+4,187
263
$207K 0.03%
+1,116
264
$206K 0.03%
4,098
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265
$206K 0.03%
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266
$205K 0.03%
+1,175
267
$200K 0.02%
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268
$162K 0.02%
25,000
269
$160K 0.02%
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270
$154K 0.02%
55,988
271
$153K 0.02%
2,719
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272
$148K 0.02%
12,114
273
$137K 0.02%
9,399
-3,249
274
$122K 0.02%
13,614
275
$117K 0.01%
10,000
9 10
11
12 13