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
401
$220K 0.01%
+1,210
402
$219K 0.01%
+6,111
403
$219K 0.01%
+4,963
404
$216K 0.01%
+3,237
405
$214K 0.01%
2,255
-8
406
$212K 0.01%
1,896
+202
407
$211K 0.01%
+3,672
408
$210K 0.01%
+2,700
409
$209K 0.01%
+1,218
410
$209K 0.01%
+4,086
411
$208K 0.01%
+1,545
412
$207K 0.01%
+675
413
$207K 0.01%
517
-27
414
$205K 0.01%
1,011
+30
415
$204K 0.01%
+2,844
416
$204K 0.01%
+2,710
417
$202K 0.01%
+2,914
418
$202K 0.01%
657
-12
419
$201K 0.01%
1,862
-69
420
$201K 0.01%
+4,066
421
$201K 0.01%
1,273
-50
422
$196K 0.01%
10,000
423
$181K 0.01%
9,727
-131,517
424
$180K 0.01%
17,500
425
$161K 0.01%
15,755
-333
15 16
17
18 19