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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$516K 0.02%
3,860
-28
277
$516K 0.02%
8,266
+2,897
278
$508K 0.02%
7,820
+206
279
$508K 0.02%
9,575
+75
280
$504K 0.02%
5,523
+84
281
$498K 0.02%
2,267
+2
282
$497K 0.02%
3,489
+181
283
$490K 0.02%
6,977
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284
$481K 0.02%
6,682
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285
$480K 0.02%
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286
$478K 0.02%
6,944
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287
$476K 0.02%
2,804
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288
$475K 0.02%
1,922
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289
$472K 0.02%
2,437
-64
290
$470K 0.02%
+2,174
291
$467K 0.02%
7,999
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292
$461K 0.02%
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293
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4,628
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294
$454K 0.02%
7,393
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295
$452K 0.02%
716
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296
$451K 0.02%
4,646
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297
$448K 0.02%
2,176
-236
298
$444K 0.02%
1,642
+77
299
$443K 0.02%
2,310
+45
300
$441K 0.02%
2,202
10 11
12
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