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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$387K 0.02%
+2,246
252
$387K 0.02%
9,491
-450
253
$387K 0.02%
4,844
-6,855
254
$386K 0.02%
5,600
+800
255
$385K 0.02%
1,402
+49
256
$384K 0.02%
15,162
+4,126
257
$383K 0.02%
1,294
-431
258
$379K 0.02%
5,771
+115
259
$379K 0.02%
1,441
+42
260
$379K 0.02%
5,416
-5,972
261
$376K 0.02%
2,798
+230
262
$373K 0.02%
12,306
263
$363K 0.02%
2,432
+57
264
$359K 0.02%
4,481
+977
265
$357K 0.02%
21,725
266
$357K 0.02%
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267
$356K 0.02%
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268
$353K 0.02%
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269
$350K 0.02%
4,314
-212
270
$350K 0.02%
8,054
-609
271
$347K 0.02%
557
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272
$346K 0.02%
2,437
+371
273
$344K 0.02%
4,891
-2
274
$331K 0.02%
+1,382
275
$326K 0.02%
1,650
-1,221
9 10
11
12 13