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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$322K 0.02%
5,224
-1,324
277
$322K 0.02%
6,668
+213
278
$321K 0.02%
2,078
-396
279
$315K 0.02%
1,802
-98
280
$314K 0.02%
+11,197
281
$311K 0.02%
1,633
-10
282
$307K 0.02%
3,357
-264
283
$305K 0.02%
1,858
-8
284
$305K 0.02%
3,060
-1,424
285
$304K 0.02%
3,660
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286
$304K 0.02%
8,247
-7,054
287
$302K 0.02%
8,712
-2,269
288
$302K 0.02%
6,087
+299
289
$300K 0.02%
4,174
-370
290
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4,675
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291
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292
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293
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294
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1,675
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295
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2,391
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296
$292K 0.02%
2,372
-445
297
$291K 0.02%
9,220
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298
$287K 0.02%
10,392
299
$286K 0.02%
868
-162
300
$278K 0.02%
+2,617
10 11
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