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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$282K 0.02%
+24,864
277
$281K 0.02%
12,155
-1,455
278
$279K 0.02%
1,462
+200
279
$279K 0.02%
+1,037
280
$278K 0.02%
3,796
+136
281
$278K 0.02%
+4,818
282
$277K 0.02%
+3,456
283
$277K 0.02%
+5,498
284
$277K 0.02%
2,943
+190
285
$276K 0.02%
13,115
286
$273K 0.02%
20,000
+8,500
287
$272K 0.02%
4,909
288
$272K 0.02%
+3,776
289
$272K 0.02%
+1,379
290
$271K 0.02%
12,218
+1,428
291
$268K 0.02%
2,550
+174
292
$267K 0.02%
14,310
+675
293
$266K 0.02%
+3,591
294
$266K 0.02%
3,333
+699
295
$266K 0.02%
+4,176
296
$265K 0.02%
11,685
297
$265K 0.02%
+4,765
298
$263K 0.02%
+4,206
299
$263K 0.02%
+2,817
300
$263K 0.02%
917
+80
10 11
12
13 14