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
351
$168K 0.01%
+10,029
352
$165K 0.01%
45,833
-302
353
$145K 0.01%
37,291
354
$133K 0.01%
38,460
355
$125K 0.01%
36,740
+7,205
356
$121K 0.01%
34,478
+20,233
357
$116K 0.01%
43,976
+10,267
358
$105K 0.01%
11,276
-1
359
$99K 0.01%
12,500
-12,500
360
$82K ﹤0.01%
1,395
+246
361
$78K ﹤0.01%
2,958
-2
362
$57K ﹤0.01%
+10,182
363
$45K ﹤0.01%
10,236
-1,125
364
$37K ﹤0.01%
42,907
-25,814
365
$33K ﹤0.01%
+3,424
366
$5K ﹤0.01%
208
367
$3K ﹤0.01%
10,000
368
– –
-1,838
369
– –
-1,185
370
– –
-37,024
371
– –
-100,950
372
– –
-1,000
373
– –
-5,817
374
– –
-32,000
375
– –
-15,500
13 14
15
16 17