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
376
$302K 0.01%
972
+96
377
$302K 0.01%
1,279
+1
378
$301K 0.01%
3,277
-264
379
$300K 0.01%
9,362
+686
380
$300K 0.01%
4,923
+1
381
$298K 0.01%
3,981
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382
$295K 0.01%
3,977
+1,063
383
$293K 0.01%
802
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384
$286K 0.01%
3,450
385
$285K 0.01%
1,487
+145
386
$283K 0.01%
1,011
387
$283K 0.01%
+3,129
388
$282K 0.01%
391
+31
389
$282K 0.01%
801
-22
390
$280K 0.01%
5,325
+929
391
$279K 0.01%
+4,555
392
$279K 0.01%
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393
$277K 0.01%
9,053
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394
$276K 0.01%
3,202
+261
395
$275K 0.01%
7,480
396
$274K 0.01%
3,751
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397
$273K 0.01%
2,095
-202
398
$273K 0.01%
+1,391
399
$269K 0.01%
8,336
400
$269K 0.01%
5,500
+390
14 15
16
17 18