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
351
$335K 0.01%
17,125
-3,354
352
$335K 0.01%
5,746
+32
353
$335K 0.01%
3,899
+345
354
$334K 0.01%
2,825
+570
355
$333K 0.01%
3,484
+7
356
$332K 0.01%
2,361
+189
357
$331K 0.01%
6,170
-687
358
$331K 0.01%
5,199
+105
359
$331K 0.01%
2,296
+2
360
$326K 0.01%
2,108
+216
361
$323K 0.01%
701
-45
362
$320K 0.01%
15,514
-1,355
363
$320K 0.01%
79,071
+1,040
364
$317K 0.01%
7,438
+166
365
$314K 0.01%
3,643
-70
366
$313K 0.01%
16,185
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367
$313K 0.01%
4,648
+148
368
$310K 0.01%
2,214
-23
369
$309K 0.01%
2,729
370
$309K 0.01%
16,319
+80
371
$308K 0.01%
11,671
+342
372
$307K 0.01%
8,027
+2
373
$305K 0.01%
1,044
-176
374
$304K 0.01%
+6,000
375
$302K 0.01%
6,654
-36,039
13 14
15
16 17