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
$2.39B
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
351
$279K 0.01%
8,676
-5,757
352
$279K 0.01%
746
+32
353
$279K 0.01%
2,729
+19
354
$276K 0.01%
11,329
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355
$276K 0.01%
7,272
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356
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358
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80
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359
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360
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+2,232
361
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362
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3,199
363
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+1,173
364
$268K 0.01%
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365
$267K 0.01%
2,172
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366
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367
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369
$264K 0.01%
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370
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1,945
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371
$263K 0.01%
+5,144
372
$263K 0.01%
3,450
373
$263K 0.01%
16,239
+350
374
$260K 0.01%
3,747
-16
375
$257K 0.01%
3,573
-62
13 14
15
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