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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$304K 0.02%
853
+3
277
$301K 0.02%
3,786
-1,108
278
$300K 0.02%
4,031
+8
279
$296K 0.02%
1,100
280
$296K 0.02%
2,732
+3
281
$295K 0.02%
7,561
+6
282
$295K 0.02%
+4,879
283
$295K 0.02%
+4,805
284
$290K 0.02%
+3,308
285
$288K 0.02%
5,054
+15
286
$279K 0.02%
2,961
-1,190
287
$278K 0.02%
2,537
-10
288
$278K 0.02%
1,341
+148
289
$276K 0.02%
2,373
290
$276K 0.02%
6,711
-64
291
$275K 0.02%
2,528
-295
292
$275K 0.02%
3,561
-221
293
$275K 0.02%
5,114
294
$273K 0.02%
1,670
+136
295
$272K 0.02%
3,377
-63
296
$263K 0.02%
5,227
+318
297
$262K 0.02%
1,651
+63
298
$262K 0.02%
3,160
-241
299
$260K 0.02%
2,330
+70
300
$258K 0.02%
1,806
10 11
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