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
426
$161K 0.01%
11,504
-2,496
427
$154K 0.01%
29,573
+213
428
$153K 0.01%
36,452
429
$148K 0.01%
+343
430
$138K 0.01%
+11,650
431
$129K 0.01%
32,532
+21,618
432
$115K ﹤0.01%
41,809
+160
433
$105K ﹤0.01%
28,132
+335
434
$89K ﹤0.01%
2,578
+16
435
$81K ﹤0.01%
11,156
+107
436
$77K ﹤0.01%
14,244
-24
437
$71K ﹤0.01%
1,162
-50
438
$66K ﹤0.01%
22,570
+230
439
$49K ﹤0.01%
+20,000
440
$41K ﹤0.01%
3,424
441
$31K ﹤0.01%
+10,000
442
$24K ﹤0.01%
15,000
443
$15K ﹤0.01%
26,000
+2,000
444
$11K ﹤0.01%
223
445
$6K ﹤0.01%
208
446
– –
-2,214
447
– –
-43,956
448
– –
0
449
– –
-10,797
450
– –
-112,824
15 16 17
18
19