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
301
$262K 0.02%
1,491
302
$258K 0.02%
+5,300
303
$256K 0.02%
9,285
-44,326
304
$254K 0.02%
3,212
+200
305
$251K 0.02%
+7,025
306
$248K 0.02%
2,246
-754
307
$248K 0.02%
+1,516
308
$245K 0.02%
+5,114
309
$244K 0.02%
+5,656
310
$243K 0.02%
+10,857
311
$241K 0.02%
+1,221
312
$240K 0.02%
2,009
+8
313
$239K 0.02%
4,710
-72,486
314
$238K 0.02%
1,831
315
$238K 0.02%
+837
316
$238K 0.02%
10,736
+412
317
$237K 0.02%
2,363
-13
318
$237K 0.02%
6,475
319
$237K 0.02%
+5,625
320
$236K 0.02%
+2,718
321
$234K 0.02%
+2,687
322
$234K 0.02%
+1,847
323
$227K 0.02%
3,763
+242
324
$226K 0.02%
+6,875
325
$226K 0.02%
+2,019
11 12
13
14 15