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
$1.34B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$8.29M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$6.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.68M

Top Sells

1
+$2.67M
2
+$1.88M
3
+$1.51M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$763K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$677K

Sector Composition

1 Technology 5.32%
2 Financials 3.53%
3 Healthcare 3.03%
4 Consumer Discretionary 2.67%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$229K 0.02%
3,895
327
$228K 0.02%
1,447
-4,299
328
$228K 0.02%
15,315
+1,005
329
$227K 0.02%
805
-112
330
$225K 0.02%
+8,796
331
$223K 0.02%
2,558
-131
332
$223K 0.02%
3,659
-104
333
$222K 0.02%
+5,326
334
$221K 0.02%
806
-31
335
$219K 0.02%
4,150
336
$219K 0.02%
+2,166
337
$219K 0.02%
+4,260
338
$216K 0.02%
+2,372
339
$215K 0.02%
1,588
-421
340
$215K 0.02%
10,115
341
$214K 0.02%
3,918
342
$214K 0.02%
+2,470
343
$211K 0.02%
+2,143
344
$211K 0.02%
9,960
345
$208K 0.02%
774
346
$206K 0.02%
+4,004
347
$206K 0.02%
+9,861
348
$206K 0.02%
+1,470
349
$206K 0.02%
+3,388
350
$206K 0.02%
+6,491
12 13
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