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
401
$265K 0.01%
5,345
402
$263K 0.01%
4,413
-53
403
$263K 0.01%
+2,730
404
$261K 0.01%
+1,112
405
$259K 0.01%
+2,523
406
$258K 0.01%
865
+24
407
$256K 0.01%
251
-19
408
$255K 0.01%
3,522
+285
409
$253K 0.01%
1,870
-75
410
$252K 0.01%
3,895
-2,000
411
$251K 0.01%
+16,091
412
$248K 0.01%
3,027
-330
413
$248K 0.01%
+1,315
414
$246K 0.01%
5,477
+901
415
$246K 0.01%
1,242
+24
416
$245K 0.01%
+534
417
$241K 0.01%
+5,754
418
$241K 0.01%
4,579
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419
$241K 0.01%
+612
420
$240K 0.01%
3,968
-17
421
$235K 0.01%
+4,387
422
$234K 0.01%
17,136
-284
423
$234K 0.01%
4,030
-56
424
$233K 0.01%
+601
425
$233K 0.01%
+3,536
15 16
17
18 19