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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$3.46M
3
+$3.43M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.35M

Top Sells

1
+$7.84M
2
+$6.27M
3
+$5.96M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$5.7M
5
PEP icon
PepsiCo
PEP
+$3.65M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.06M 0.75%
85,597
+5,513
27
$5.97M 0.74%
201,181
-24,167
28
$5.31M 0.66%
71,361
-80,173
29
$5.15M 0.64%
102,745
+12,147
30
$5.03M 0.62%
41,763
+1,583
31
$4.63M 0.57%
183,696
+15,261
32
$4.59M 0.57%
30,805
+1,780
33
$4.55M 0.56%
271,992
+11,184
34
$4.54M 0.56%
101,771
+7,712
35
$4.51M 0.56%
67,443
+5,316
36
$4.48M 0.56%
180,294
+76,535
37
$4.45M 0.55%
278,708
+628
38
$4.39M 0.54%
130,151
+5,572
39
$4.3M 0.53%
47,550
+2,882
40
$4.28M 0.53%
30,383
+2,614
41
$4.26M 0.53%
109,766
+8,950
42
$4.24M 0.53%
64,628
+4,397
43
$4.22M 0.52%
47,048
+3,725
44
$4.1M 0.51%
88,569
+7,373
45
$3.98M 0.49%
58,979
+6,124
46
$3.94M 0.49%
83,255
+7,168
47
$3.78M 0.47%
15,532
-86
48
$3.78M 0.47%
250,015
+229,150
49
$3.75M 0.46%
400,800
50
$3.74M 0.46%
31,627
+2,381
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