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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$376K 0.01%
6,278
+376
327
$375K 0.01%
6,158
+10
328
$374K 0.01%
1,673
-161
329
$372K 0.01%
1,649
+106
330
$371K 0.01%
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331
$370K 0.01%
4,090
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332
$369K 0.01%
1,391
-81
333
$368K 0.01%
+4,720
334
$365K 0.01%
4,205
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335
$364K 0.01%
7,639
-1,487
336
$363K 0.01%
885
+13
337
$362K 0.01%
3,370
-14
338
$359K 0.01%
6,938
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339
$357K 0.01%
3,697
+1,128
340
$355K 0.01%
22,875
-155
341
$350K 0.01%
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342
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2,737
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343
$349K 0.01%
4,073
+178
344
$345K 0.01%
5,272
345
$344K 0.01%
1,671
-10
346
$344K 0.01%
4,096
+666
347
$343K 0.01%
5,270
+310
348
$342K 0.01%
3,856
+356
349
$337K 0.01%
4,187
+3
350
$337K 0.01%
1,928
+344
12 13
14
15 16