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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$527K 0.02%
1,919
-326
252
$525K 0.02%
5,437
+190
253
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2,588
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254
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255
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+9,126
256
$505K 0.02%
21,725
257
$505K 0.02%
2,412
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258
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2,048
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259
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260
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4,878
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261
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262
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263
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264
$474K 0.02%
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265
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271
$443K 0.02%
301
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272
$442K 0.02%
3,308
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273
$439K 0.02%
2,501
274
$438K 0.02%
37,241
275
$438K 0.02%
6,888
+53
9 10
11
12 13