SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+4.33%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$2.39B
AUM Growth
+$201M
(+9.2%)
Cap. Flow
+$113M
Cap. Flow
% of AUM
4.75%
Top 10 Holdings %
Top 10 Hldgs %
49.77%
Holding
468
New
47
Increased
220
Reduced
141
Closed
21
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$53.3M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$22M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$9.29M |
| 4 |
RTX Corp
RTX
|
$8.9M |
| 5 |
CVS Health
CVS
|
$5.61M |
Top Sells
| 1 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$10.7M |
| 2 |
DuPont de Nemours
DD
|
$8.92M |
| 3 |
Zimmer Biomet
ZBH
|
$8.46M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$5.48M |
| 5 |
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% |
