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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.61%
66,697
+399
27
$14.4M 0.6%
129,197
+3,322
28
$14.4M 0.6%
141,021
-4,051
29
$14.3M 0.6%
155,830
-6,024
30
$14.3M 0.6%
278,733
+13,279
31
$13.2M 0.55%
231,597
-13,973
32
$12.7M 0.53%
83,192
+6,257
33
$12.6M 0.53%
319,737
-60,465
34
$11.1M 0.47%
28,036
-5,337
35
$11.1M 0.46%
207,238
+40,388
36
$10.9M 0.46%
141,173
+115,167
37
$10.1M 0.42%
285,539
+25,202
38
$9.96M 0.42%
613,824
+40,360
39
$9.9M 0.41%
182,894
+7,877
40
$9.82M 0.41%
24,673
+491
41
$9.78M 0.41%
182,214
+9,348
42
$9.77M 0.41%
99,243
-3,349
43
$9.33M 0.39%
90,220
+840
44
$9.03M 0.38%
86,151
+51,958
45
$8.65M 0.36%
397,746
-39,303
46
$7.93M 0.33%
25,991
+841
47
$7.83M 0.33%
84,141
+26,246
48
$7.78M 0.33%
36,723
+1,058
49
$7.61M 0.32%
472,398
+6,546
50
$7.52M 0.31%
117,641
+6,846
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