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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$3.46M
3
+$3.43M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.35M

Top Sells

1
+$7.84M
2
+$6.27M
3
+$5.96M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$5.7M
5
PEP icon
PepsiCo
PEP
+$3.65M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.46%
31,441
+1,049
52
$3.49M 0.43%
54,082
+2,128
53
$3.43M 0.43%
+44,953
54
$3.4M 0.42%
12,544
+1,233
55
$3.35M 0.42%
45,406
56
$3.22M 0.4%
27,861
-31,573
57
$3.21M 0.4%
360,000
58
$3.14M 0.39%
12,984
+2,203
59
$2.98M 0.37%
377,592
+28,736
60
$2.81M 0.35%
40,737
+2,523
61
$2.71M 0.34%
54,185
+10,470
62
$2.59M 0.32%
96,010
-45,884
63
$2.41M 0.3%
16,913
+1,789
64
$2.4M 0.3%
71,253
+9,008
65
$2.39M 0.3%
45,372
+21,827
66
$2.37M 0.29%
15,463
+1,203
67
$2.32M 0.29%
77,098
+3,909
68
$2.31M 0.29%
35,215
-12
69
$2.3M 0.28%
17,754
+2,862
70
$2.26M 0.28%
+93,254
71
$2.19M 0.27%
+29,561
72
$2.14M 0.27%
16,181
+1,751
73
$2.13M 0.26%
26,876
+250
74
$2.07M 0.26%
23,745
+510
75
$2.04M 0.25%
245,075
+8,124
1 2
3
4 5