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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 0.61%
325,281
-1,239,655
27
$15.5M 0.57%
36,279
+8,243
28
$15.3M 0.56%
133,236
+4,039
29
$15.2M 0.55%
148,796
+7,775
30
$15M 0.55%
288,054
+9,321
31
$14.7M 0.54%
94,620
+11,428
32
$13.9M 0.51%
532,788
-57,516
33
$13.6M 0.5%
326,946
+7,209
34
$13.5M 0.49%
226,166
-5,431
35
$13.4M 0.49%
135,917
-19,913
36
$13M 0.47%
54,925
-11,772
37
$13M 0.47%
103,380
+13,160
38
$12.9M 0.47%
208,038
+25,824
39
$12.9M 0.47%
29,923
+5,250
40
$12.6M 0.46%
173,231
+124,140
41
$12.3M 0.45%
675,616
+61,792
42
$11.6M 0.42%
217,884
+10,646
43
$11.2M 0.41%
106,953
+20,802
44
$10.7M 0.39%
60,765
+35,420
45
$10.6M 0.39%
285,389
-150
46
$10.4M 0.38%
29,939
+18,918
47
$10.3M 0.37%
100,353
+1,110
48
$9.96M 0.36%
40,776
+4,053
49
$9.91M 0.36%
104,248
+20,107
50
$9.68M 0.35%
294,474
+64,043
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