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
451
$201K 0.01%
1,862
452
$201K 0.01%
+5,450
453
$201K 0.01%
+2,478
454
$200K 0.01%
+1,149
455
$189K 0.01%
13,244
+1,740
456
$176K 0.01%
33,005
+473
457
$168K 0.01%
11,650
458
$168K 0.01%
15,809
+54
459
$160K 0.01%
35,875
-577
460
$158K 0.01%
25,406
-4,167
461
$133K ﹤0.01%
+2,500
462
$128K ﹤0.01%
28,523
+391
463
$128K ﹤0.01%
37,312
-4,497
464
$109K ﹤0.01%
+12,887
465
$100K ﹤0.01%
4,969
-4,758
466
$94K ﹤0.01%
2,636
+58
467
$87K ﹤0.01%
10,000
-7,500
468
$78K ﹤0.01%
11,275
+119
469
$78K ﹤0.01%
1,200
+38
470
$77K ﹤0.01%
14,237
-7
471
$69K ﹤0.01%
+12,588
472
$64K ﹤0.01%
22,570
473
$56K ﹤0.01%
20,000
474
$51K ﹤0.01%
+10,021
475
$12K ﹤0.01%
15,000
16 17 18
19
20