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
301
$257K 0.02%
4,071
-1,470
302
$256K 0.02%
3,212
303
$254K 0.02%
4,591
+31
304
$253K 0.02%
4,202
305
$251K 0.02%
+5,418
306
$249K 0.02%
1,831
307
$248K 0.02%
2,246
308
$247K 0.02%
39,317
+4,026
309
$246K 0.02%
15,315
310
$245K 0.02%
550
-57
311
$243K 0.02%
5,374
-18
312
$243K 0.02%
7,058
+33
313
$241K 0.02%
1,178
-22
314
$238K 0.02%
2,575
-988
315
$238K 0.02%
5,625
316
$237K 0.02%
+1,703
317
$237K 0.02%
2,326
+183
318
$236K 0.02%
3,685
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319
$235K 0.02%
8,796
320
$233K 0.02%
+9,023
321
$231K 0.02%
6,035
322
$224K 0.02%
+20,000
323
$223K 0.02%
2,856
+234
324
$218K 0.02%
4,150
325
$218K 0.02%
798
+24
11 12
13
14 15