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
326
$224K 0.02%
+2,972
327
$222K 0.02%
+1,268
328
$222K 0.02%
+4,225
329
$220K 0.02%
+3,895
330
$220K 0.02%
+2,689
331
$219K 0.02%
+1,446
332
$218K 0.02%
+4,373
333
$218K 0.02%
2,434
-502
334
$217K 0.02%
+4,150
335
$217K 0.02%
+507
336
$216K 0.02%
6,001
337
$216K 0.02%
+12,574
338
$215K 0.02%
10,115
339
$215K 0.02%
1,903
+40
340
$209K 0.02%
+9,960
341
$207K 0.02%
+3,918
342
$204K 0.02%
35,670
+2,914
343
$202K 0.02%
+8,207
344
$202K 0.02%
+5,449
345
$202K 0.02%
+10,440
346
$201K 0.02%
+774
347
$168K 0.01%
+18,717
348
$162K 0.01%
+38,460
349
$151K 0.01%
10,018
350
$146K 0.01%
33,982
+9,669
12 13
14
15 16