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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.73M 0.49%
355,962
+17,139
27
$6.25M 0.45%
138,706
-3,554
28
$6.25M 0.45%
20,922
+1,871
29
$6.18M 0.45%
101,420
-3,220
30
$5.98M 0.43%
43,005
+4,143
31
$5.93M 0.43%
80,440
+11,968
32
$5.84M 0.42%
19,673
+1,778
33
$5.73M 0.41%
38,585
-1,495
34
$5.71M 0.41%
85,161
+19,707
35
$5.7M 0.41%
216,675
+55,949
36
$5.59M 0.4%
51,442
-3,462
37
$5.28M 0.38%
44,609
-3,888
38
$5.22M 0.38%
207,908
+17,289
39
$5.17M 0.37%
52,011
-2,623
40
$5.13M 0.37%
36,966
+2,055
41
$5.1M 0.37%
30,519
-623
42
$4.97M 0.36%
93,820
-5,163
43
$4.82M 0.35%
195,563
-8,477
44
$4.75M 0.34%
31,412
-26
45
$4.51M 0.33%
31,243
-1,694
46
$4.49M 0.33%
19,366
-1,430
47
$4.48M 0.32%
426,480
+267,168
48
$4.46M 0.32%
73,329
-782
49
$4.43M 0.32%
155,120
+44,718
50
$4.37M 0.32%
17,209
-1,166
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