SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+17.38%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$1.69B
AUM Growth
+$337M
(+25%)
Cap. Flow
+$118M
Cap. Flow
% of AUM
6.97%
Top 10 Holdings %
Top 10 Hldgs %
53.62%
Holding
415
New
49
Increased
188
Reduced
113
Closed
48
Top Buys
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$26.6M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$19.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$19.2M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$8.17M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$8.09M |
Top Sells
| 1 |
SPDR S&P Global Infrastructure ETF
GII
|
$12.3M |
| 2 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$9.27M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$4.97M |
| 4 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$4.01M |
| 5 |
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% |
