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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$143K 0.01%
12,520
352
$132K 0.01%
+3,295
353
$126K 0.01%
+10,296
354
$126K 0.01%
+116
355
$114K 0.01%
17,251
-8,883
356
$102K 0.01%
+10,680
357
$98K 0.01%
2,600
358
$90K 0.01%
68,735
+35
359
$90K 0.01%
1,250
360
$84K 0.01%
22,595
361
$62K 0.01%
1,100
+87
362
$43K ﹤0.01%
+1,569
363
$10K ﹤0.01%
209
-78
364
$8K ﹤0.01%
1,703
-799
365
$7K ﹤0.01%
1,253
366
– –
0
367
– –
-13,068
368
– –
-12,500
369
– –
-5,207
370
– –
-13,039
371
– –
-5,350
372
– –
-13,279
373
– –
-5,083
374
– –
-6,722
375
– –
-40,741
12 13 14
15
16