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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$322K 0.01%
3,500
+257
327
$320K 0.01%
3,713
+103
328
$314K 0.01%
5,369
+1,127
329
$311K 0.01%
2,294
-920
330
$308K 0.01%
872
+25
331
$306K 0.01%
3,868
-650
332
$305K 0.01%
5,272
333
$305K 0.01%
3,477
+10
334
$303K 0.01%
+1,760
335
$300K 0.01%
8,231
-154
336
$300K 0.01%
5,094
+1,169
337
$299K 0.01%
925
+216
338
$299K 0.01%
5,296
339
$295K 0.01%
+4,960
340
$293K 0.01%
5,902
+359
341
$293K 0.01%
+4,786
342
$291K 0.01%
8,595
+1,200
343
$290K 0.01%
8,025
344
$290K 0.01%
3,554
+20
345
$288K 0.01%
+3,869
346
$286K 0.01%
+5,714
347
$286K 0.01%
4,922
-4,633
348
$283K 0.01%
4,500
-344
349
$279K 0.01%
+2,237
350
$279K 0.01%
+5,265
12 13
14
15 16