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
251
$343K 0.03%
+11,281
252
$336K 0.03%
5,040
-250
253
$331K 0.03%
5,704
+1,003
254
$331K 0.03%
19,487
-1,000
255
$331K 0.03%
+4,110
256
$330K 0.03%
4,940
+556
257
$327K 0.03%
4,776
+666
258
$323K 0.03%
6,695
+468
259
$322K 0.03%
+1,230
260
$314K 0.03%
1,965
+386
261
$313K 0.03%
+17,302
262
$308K 0.03%
2,247
+424
263
$303K 0.02%
6,053
+259
264
$301K 0.02%
2,629
+75
265
$300K 0.02%
13,900
266
$299K 0.02%
2,253
267
$298K 0.02%
5,698
-42
268
$293K 0.02%
3,777
-1,024
269
$292K 0.02%
2,587
270
$291K 0.02%
+850
271
$290K 0.02%
+5,608
272
$289K 0.02%
+7,789
273
$287K 0.02%
2,670
-1,156
274
$286K 0.02%
1,735
-21
275
$285K 0.02%
1,100
-2,598
9 10
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