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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$3.46M
3
+$3.43M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.35M

Top Sells

1
+$7.84M
2
+$6.27M
3
+$5.96M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$5.7M
5
PEP icon
PepsiCo
PEP
+$3.65M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$79K 0.01%
22,595
277
$65K 0.01%
1,180
278
$60K 0.01%
3,067
-622
279
$42K 0.01%
3,200
280
$41K 0.01%
12,238
281
$40K 0.01%
11,000
282
$28K ﹤0.01%
12,500
283
$24K ﹤0.01%
879
284
$14K ﹤0.01%
12,000
285
$3K ﹤0.01%
667
286
– –
-26,582
287
– –
-4,635
288
– –
-6,034
289
– –
-12,987
290
– –
-7,406
291
– –
-7,680
292
– –
-14,475
293
– –
-33,713
294
– –
-13,911
295
– –
-4,708
296
– –
-4,115
297
– –
-1,302
298
– –
-100
299
– –
-6,707
300
– –
-19,614
9 10 11
12
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