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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.33M 0.52%
39,992
+90
27
$6.21M 0.51%
25,209
+324
28
$6.16M 0.51%
59,378
+9,227
29
$6.05M 0.5%
103,080
+1,520
30
$5.67M 0.47%
31,075
+833
31
$5.52M 0.45%
302,505
-68,901
32
$5.47M 0.45%
19,227
+734
33
$5.35M 0.44%
48,981
+505
34
$5.19M 0.43%
296,712
+60,564
35
$5.17M 0.43%
203,591
+1,713
36
$5.13M 0.42%
54,356
+50,326
37
$5.11M 0.42%
18,076
+1,295
38
$4.94M 0.41%
54,230
+49,351
39
$4.92M 0.4%
99,488
-138
40
$4.78M 0.39%
31,201
-1,366
41
$4.74M 0.39%
35,118
+27,787
42
$4.55M 0.37%
85,788
+1,030
43
$4.48M 0.37%
175,315
+2,799
44
$4.46M 0.37%
171,423
-163,931
45
$4.43M 0.36%
36,320
+1,325
46
$4.33M 0.36%
32,938
+550
47
$4.3M 0.35%
53,247
+28,177
48
$4.22M 0.35%
70,572
+1,862
49
$4.07M 0.33%
154,547
-7,286
50
$3.85M 0.32%
31,432
+5,684
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