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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$217K 0.02%
3,918
327
$216K 0.02%
+1,671
328
$216K 0.02%
2,427
-131
329
$214K 0.02%
2,470
330
$214K 0.02%
+2,297
331
$213K 0.02%
+4,000
332
$212K 0.02%
+3,081
333
$210K 0.02%
3,404
+16
334
$209K 0.02%
+4,614
335
$207K 0.02%
7,493
-1,440
336
$207K 0.02%
1,446
337
$206K 0.01%
+3,284
338
$202K 0.01%
+1,305
339
$200K 0.01%
+5,570
340
$197K 0.01%
37,856
-4,773
341
$173K 0.01%
10,440
342
$169K 0.01%
10,077
-1,851
343
$162K 0.01%
38,460
344
$140K 0.01%
30,397
+39
345
$139K 0.01%
11,403
+136
346
$133K 0.01%
10,315
+9
347
$112K 0.01%
22,696
+101
348
$107K 0.01%
10,680
349
$106K 0.01%
3,200
350
$102K 0.01%
16,253
+211
12 13
14
15 16