SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+2.73%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$1.34B
AUM Growth
+$127M
(+10%)
Cap. Flow
+$96.3M
Cap. Flow
% of AUM
7.17%
Top 10 Holdings %
Top 10 Hldgs %
54.47%
Holding
392
New
26
Increased
153
Reduced
142
Closed
20
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$15.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$12.6M |
| 3 |
SPDR S&P Global Infrastructure ETF
GII
|
$8.29M |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$6.39M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.68M |
Top Sells
| 1 |
SPDR S&P Global Natural Resources ETF
GNR
|
$2.67M |
| 2 |
ServiceNow
NOW
|
$1.88M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.51M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$763K |
| 5 |
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% |
