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
$218M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.65M
3
+$6.37M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.94M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$4.56M

Top Sells

1
+$4.77M
2
+$2.73M
3
+$1.64M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.41M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$1.3M

Sector Composition

1 Technology 8.39%
2 Healthcare 6.58%
3 Industrials 4.7%
4 Financials 4.64%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$981K 0.45%
+10,122
52
$980K 0.45%
23,981
+5,566
53
$970K 0.44%
9,809
54
$956K 0.44%
10,333
+343
55
$944K 0.43%
24,883
+11,565
56
$944K 0.43%
95,367
+18,957
57
$933K 0.43%
11,513
+5,063
58
$923K 0.42%
9,656
+2,397
59
$915K 0.42%
7,521
-73
60
$910K 0.42%
13,269
+80
61
$883K 0.4%
5,522
-139
62
$825K 0.38%
28,956
+1,324
63
$818K 0.37%
13,141
+2,061
64
$816K 0.37%
149,541
+1,065
65
$794K 0.36%
28,919
+4,111
66
$792K 0.36%
5,160
+544
67
$791K 0.36%
14,425
+3,048
68
$771K 0.35%
16,284
+656
69
$757K 0.35%
31,047
-590
70
$733K 0.34%
+18,414
71
$718K 0.33%
+25,281
72
$717K 0.33%
9,170
+1
73
$705K 0.32%
+22,681
74
$703K 0.32%
23,115
-325
75
$702K 0.32%
+28,214
1 2
3
4 5