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
$248M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.12M
3
+$2.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.94M
5
ORCL icon
Oracle
ORCL
+$1.67M

Top Sells

1
+$7.88M
2
+$6.26M
3
+$4.43M
4
MOH icon
Molina Healthcare
MOH
+$2.68M
5
SJM icon
J.M. Smucker
SJM
+$922K

Sector Composition

1 Technology 9.88%
2 Healthcare 5.05%
3 Industrials 4.68%
4 Financials 4.43%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.41%
36,505
+12,555
52
$990K 0.4%
10,284
-94
53
$944K 0.38%
16,071
+6,974
54
$941K 0.38%
9,458
-189
55
$932K 0.38%
21,536
-237
56
$929K 0.37%
5,720
+75
57
$922K 0.37%
15,358
+719
58
$922K 0.37%
28,195
+2,554
59
$899K 0.36%
31,072
+168
60
$897K 0.36%
35,576
+12,402
61
$848K 0.34%
33,153
-698
62
$833K 0.34%
32,033
-365
63
$787K 0.32%
9,090
64
$778K 0.31%
10,577
+4
65
$773K 0.31%
5,872
+409
66
$756K 0.3%
14,996
+722
67
$753K 0.3%
19,376
+2,658
68
$749K 0.3%
11,556
+500
69
$739K 0.3%
6,484
-181
70
$734K 0.3%
14,688
-119
71
$723K 0.29%
7,452
-223
72
$717K 0.29%
18,900
-116,680
73
$713K 0.29%
23,278
+2,186
74
$709K 0.29%
7,436
+7
75
$695K 0.28%
+5,258
1 2
3
4 5