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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$604K 0.02%
21,800
-239,802
252
$600K 0.02%
3,336
+72
253
$596K 0.02%
9,420
+710
254
$594K 0.02%
5,972
+1
255
$575K 0.02%
+9,756
256
$568K 0.02%
1,157
-50
257
$566K 0.02%
820
+66
258
$566K 0.02%
2,181
+133
259
$565K 0.02%
2,613
+25
260
$561K 0.02%
23,198
+818
261
$561K 0.02%
1,547
+152
262
$556K 0.02%
2,849
+1,089
263
$555K 0.02%
8,775
264
$552K 0.02%
+14,438
265
$547K 0.02%
11,470
+1,850
266
$547K 0.02%
5,218
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267
$542K 0.02%
7,363
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268
$536K 0.02%
22,218
+275
269
$532K 0.02%
1,509
-107
270
$531K 0.02%
21,725
271
$527K 0.02%
37,241
272
$526K 0.02%
4,305
+1,158
273
$522K 0.02%
335
+34
274
$519K 0.02%
40,400
275
$518K 0.02%
6,477
+1,146
9 10
11
12 13