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
$218M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.65M
3
+$6.37M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.94M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$4.56M

Top Sells

1
+$4.77M
2
+$2.73M
3
+$1.64M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.41M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$1.3M

Sector Composition

1 Technology 8.39%
2 Healthcare 6.58%
3 Industrials 4.7%
4 Financials 4.64%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.93%
29,238
-12,731
27
$1.78M 0.82%
26,254
28
$1.42M 0.65%
6,827
+114
29
$1.4M 0.64%
34,443
-26,799
30
$1.39M 0.64%
16,946
+1,883
31
$1.36M 0.63%
+71,931
32
$1.32M 0.61%
13,655
+488
33
$1.32M 0.6%
6,394
+1,111
34
$1.31M 0.6%
11,059
+2,701
35
$1.31M 0.6%
+13,176
36
$1.3M 0.6%
29,265
-1,337
37
$1.26M 0.58%
23,195
+882
38
$1.26M 0.58%
85,556
+10,120
39
$1.22M 0.56%
24,999
+1,339
40
$1.2M 0.55%
+18,099
41
$1.19M 0.55%
+144,060
42
$1.19M 0.54%
+82,524
43
$1.17M 0.54%
10,140
-7,621
44
$1.15M 0.53%
34,941
+3,200
45
$1.14M 0.52%
+12,620
46
$1.12M 0.51%
165,832
-405,176
47
$1.11M 0.51%
13,093
+318
48
$1.06M 0.49%
+27,735
49
$1M 0.46%
9,960
+3,350
50
$997K 0.46%
9,446
-209
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