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
301
$273K 0.02%
2,997
-122
302
$273K 0.02%
23,030
-127
303
$271K 0.02%
7,142
304
$267K 0.02%
6,688
-248
305
$267K 0.02%
+5,093
306
$266K 0.02%
5,680
307
$266K 0.02%
5,272
308
$264K 0.02%
+5,119
309
$261K 0.02%
849
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310
$259K 0.02%
+2,038
311
$258K 0.02%
5,065
-124
312
$256K 0.02%
4,453
-57
313
$251K 0.01%
+4,150
314
$251K 0.01%
+10,815
315
$250K 0.01%
5,173
+12
316
$249K 0.01%
+1,824
317
$245K 0.01%
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318
$245K 0.01%
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319
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+3,224
320
$241K 0.01%
6,702
-278
321
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13,630
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322
$240K 0.01%
8,956
-806
323
$239K 0.01%
+4,522
324
$238K 0.01%
1,514
-1,029
325
$233K 0.01%
+707
11 12
13
14 15