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
$248M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.12M
3
+$2.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.94M
5
ORCL icon
Oracle
ORCL
+$1.67M

Top Sells

1
+$7.88M
2
+$6.26M
3
+$4.43M
4
MOH icon
Molina Healthcare
MOH
+$2.68M
5
SJM icon
J.M. Smucker
SJM
+$922K

Sector Composition

1 Technology 9.88%
2 Healthcare 5.05%
3 Industrials 4.68%
4 Financials 4.43%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.84%
20,993
+2,627
27
$2.02M 0.82%
115,965
+28,408
28
$2M 0.81%
36,096
-300
29
$1.92M 0.77%
41,243
-169,427
30
$1.89M 0.76%
9,279
-359
31
$1.89M 0.76%
21,168
+2,978
32
$1.87M 0.76%
34,348
+3,639
33
$1.85M 0.75%
12,423
+107
34
$1.85M 0.74%
141,828
+23,520
35
$1.74M 0.7%
85,032
+1,125
36
$1.64M 0.66%
13,284
-7,476
37
$1.61M 0.65%
10,843
+1,728
38
$1.47M 0.59%
102,263
+3,250
39
$1.41M 0.57%
17,792
+15
40
$1.37M 0.55%
232,486
+8,120
41
$1.26M 0.51%
123,369
+4,222
42
$1.25M 0.51%
16,090
-155
43
$1.21M 0.49%
15,842
+1,580
44
$1.19M 0.48%
11,605
-407
45
$1.15M 0.46%
10,269
+215
46
$1.1M 0.44%
21,184
-5,281
47
$1.06M 0.43%
24,461
+16
48
$1.06M 0.43%
10,582
-223
49
$1.05M 0.42%
38,486
+8,513
50
$1.04M 0.42%
11,697
+637
1
2
3 4 5