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
301
$438K 0.02%
2,806
-121
302
$432K 0.02%
2,508
-271
303
$431K 0.02%
+5,573
304
$428K 0.02%
5,876
+364
305
$428K 0.02%
31,426
+392
306
$427K 0.02%
2,290
-207
307
$427K 0.02%
9,686
+3,830
308
$425K 0.02%
10,796
+2,035
309
$425K 0.02%
7,681
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310
$419K 0.02%
5,697
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311
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3,502
-14
312
$415K 0.02%
9,364
+1,024
313
$411K 0.02%
3,831
+1
314
$410K 0.02%
+6,810
315
$410K 0.02%
6,215
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316
$407K 0.01%
5,771
317
$404K 0.01%
15,318
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318
$393K 0.01%
6,452
+1,187
319
$393K 0.01%
9,818
+1,587
320
$387K 0.01%
7,142
321
$383K 0.01%
10,155
+1,560
322
$382K 0.01%
2,478
+774
323
$381K 0.01%
2,132
+112
324
$378K 0.01%
3,241
-1,411
325
$378K 0.01%
4,596
+728
11 12
13
14 15