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
426
$233K 0.01%
+1,576
427
$232K 0.01%
1,393
+183
428
$230K 0.01%
524
+7
429
$229K 0.01%
1,110
-625
430
$229K 0.01%
+4,599
431
$226K 0.01%
8,686
-96
432
$225K 0.01%
+2,797
433
$224K 0.01%
1,407
+134
434
$222K 0.01%
2,840
-4
435
$222K 0.01%
+1,482
436
$222K 0.01%
5,421
+10
437
$221K 0.01%
+5,952
438
$218K 0.01%
2,710
439
$216K 0.01%
24,214
+46
440
$215K 0.01%
+11,888
441
$215K 0.01%
+10,000
442
$211K 0.01%
+3,475
443
$206K 0.01%
+5,053
444
$205K 0.01%
5,988
-123
445
$205K 0.01%
+3,424
446
$204K 0.01%
2,730
+30
447
$204K 0.01%
4,454
-509
448
$203K 0.01%
5,640
449
$203K 0.01%
10,031
+31
450
$203K 0.01%
+136
16 17
18
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