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
376
$257K 0.01%
1,735
+23
377
$256K 0.01%
3,541
+36
378
$255K 0.01%
1,704
-4
379
$255K 0.01%
+2,942
380
$254K 0.01%
5,640
381
$251K 0.01%
+5,856
382
$247K 0.01%
+2,941
383
$247K 0.01%
1,584
-304
384
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+1,342
385
$246K 0.01%
7,480
-220
386
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2,569
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387
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+4,396
388
$241K 0.01%
+1,892
389
$239K 0.01%
17,420
-9,059
390
$239K 0.01%
841
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391
$239K 0.01%
4,466
-1,665
392
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3,985
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5,411
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394
$229K 0.01%
876
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395
$229K 0.01%
24,168
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396
$227K 0.01%
+4,576
397
$225K 0.01%
+6,600
398
$222K 0.01%
+5,110
399
$222K 0.01%
+360
400
$221K 0.01%
8,782
+266
14 15
16
17 18