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
251
$358K 0.03%
+2,416
252
$355K 0.03%
9,449
-758
253
$355K 0.03%
15,072
+2,854
254
$355K 0.03%
3,918
-246
255
$347K 0.03%
2,501
-60
256
$347K 0.03%
+3,073
257
$346K 0.03%
5,670
-1,519
258
$346K 0.03%
2,327
-125
259
$345K 0.03%
5,154
-128
260
$340K 0.02%
1,735
-256
261
$337K 0.02%
3,741
-90
262
$332K 0.02%
4,435
+832
263
$330K 0.02%
2,255
+2
264
$328K 0.02%
22,652
-8,057
265
$326K 0.02%
6,118
-364
266
$326K 0.02%
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267
$318K 0.02%
1,440
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268
$318K 0.02%
2,853
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269
$316K 0.02%
6,043
-241
270
$314K 0.02%
+8,285
271
$311K 0.02%
5,648
-998
272
$306K 0.02%
1,420
273
$305K 0.02%
1,411
+190
274
$304K 0.02%
3,777
275
$304K 0.02%
2,569
-34
9 10
11
12 13