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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.69%
393,794
+13,193
27
$11.5M 0.68%
165,465
+27,908
28
$10.5M 0.62%
142,839
+21,572
29
$10.5M 0.62%
42,383
+14,701
30
$9.35M 0.55%
30,313
+6,880
31
$8.31M 0.49%
44,344
+4,276
32
$8.03M 0.48%
287,033
+22,976
33
$7.98M 0.47%
19,702
+1,821
34
$7.93M 0.47%
55,602
+7,336
35
$7.52M 0.45%
34,880
+4,388
36
$7.5M 0.44%
109,197
-1,736
37
$7.37M 0.44%
268,931
-814
38
$7.37M 0.44%
440,967
+73,935
39
$7.33M 0.43%
23,666
+376
40
$7.14M 0.42%
562,208
-1,344
41
$6.37M 0.38%
261,730
+24,645
42
$6.04M 0.36%
85,400
-20,420
43
$5.82M 0.34%
23,239
+1,837
44
$5.79M 0.34%
34,625
-2,891
45
$5.79M 0.34%
91,140
+10,424
46
$5.66M 0.34%
145,295
+18,893
47
$5.62M 0.33%
+48,489
48
$5.54M 0.33%
144,828
+18,426
49
$5.31M 0.31%
51,086
-3,913
50
$5.25M 0.31%
34,208
+4,529
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