SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$26.4M
2
+$18M
3
+$18M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.08M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.63M

Top Sells

1
+$12M
2
+$9.08M
3
+$4.57M
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$3.78M
5
NKE icon
Nike
NKE
+$2.31M

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
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