SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
301
$374K 0.02%
1,565
-315
302
$372K 0.02%
2,265
+133
303
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3,147
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304
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15,891
-277
305
$359K 0.02%
5,512
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306
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+5,121
307
$351K 0.01%
6,857
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308
$350K 0.01%
6,870
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309
$348K 0.01%
712
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310
$346K 0.01%
4,150
311
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2,758
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312
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5,895
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313
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4,184
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314
$340K 0.01%
+2,020
315
$338K 0.01%
1,220
-354
316
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1,681
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317
$337K 0.01%
16,869
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$336K 0.01%
8,761
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$335K 0.01%
78,031
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320
$332K 0.01%
3,384
+274
321
$331K 0.01%
31,034
-1,507
322
$330K 0.01%
1,735
-19,957
323
$330K 0.01%
1,543
+388
324
$326K 0.01%
270
+20
325
$326K 0.01%
3,895
11 12
13
14 15