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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$232K 0.01%
1,844
-134
327
$231K 0.01%
+3,895
328
$231K 0.01%
18,964
+616
329
$230K 0.01%
+3,444
330
$228K 0.01%
3,008
-361
331
$224K 0.01%
+815
332
$222K 0.01%
2,288
-29
333
$221K 0.01%
23,510
-556
334
$219K 0.01%
2,703
-438
335
$214K 0.01%
5,090
-4,910
336
$212K 0.01%
+3,868
337
$212K 0.01%
+3,775
338
$210K 0.01%
+6,756
339
$209K 0.01%
+671
340
$206K 0.01%
+1,803
341
$204K 0.01%
+3,450
342
$203K 0.01%
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343
$203K 0.01%
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344
$202K 0.01%
+4,448
345
$202K 0.01%
1,894
-29,379
346
$201K 0.01%
+3,943
347
$201K 0.01%
+1,562
348
$200K 0.01%
+6,712
349
$199K 0.01%
32,590
-302
350
$186K 0.01%
+43
12 13
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