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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$434K 0.02%
5,331
-547
277
$431K 0.02%
2,779
-116
278
$421K 0.02%
6,169
+925
279
$419K 0.02%
7,997
-13
280
$417K 0.02%
1,395
+13
281
$414K 0.02%
2,752
+408
282
$413K 0.02%
13,457
-858
283
$408K 0.02%
7,307
+131
284
$408K 0.02%
2,202
285
$406K 0.02%
1,834
+6
286
$402K 0.02%
15,158
+2,138
287
$401K 0.02%
5,108
-617
288
$395K 0.02%
1,472
+22
289
$393K 0.02%
7,181
290
$393K 0.02%
3,516
+56
291
$393K 0.02%
2,497
-836
292
$391K 0.02%
4,300
+1,462
293
$389K 0.02%
6,197
-37,726
294
$389K 0.02%
8,340
+84
295
$388K 0.02%
5,771
296
$385K 0.02%
3,830
297
$385K 0.02%
23,030
298
$383K 0.02%
20,479
-124,348
299
$381K 0.02%
7,142
300
$377K 0.02%
6,148
+818
10 11
12
13 14