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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.82M 0.31%
52,938
+15,330
52
$3.75M 0.31%
19,547
+3,776
53
$3.52M 0.29%
33,837
+9,404
54
$3.48M 0.29%
9,110
+3,284
55
$3.4M 0.28%
84,939
+73,924
56
$3.38M 0.28%
67,491
+5,614
57
$3.29M 0.27%
81,643
+51,194
58
$3.15M 0.26%
31,100
+15,467
59
$3.07M 0.25%
19,331
+15,123
60
$2.99M 0.25%
52,075
+32,572
61
$2.92M 0.24%
20,853
+3,143
62
$2.88M 0.24%
16,003
-900
63
$2.8M 0.23%
51,921
+17,626
64
$2.76M 0.23%
33,989
+24,663
65
$2.68M 0.22%
54,463
+8,521
66
$2.68M 0.22%
113,162
+51,016
67
$2.63M 0.22%
104,127
+32,404
68
$2.57M 0.21%
43,502
+21,401
69
$2.56M 0.21%
47,579
+10,328
70
$2.47M 0.2%
65,320
+5,555
71
$2.44M 0.2%
261,146
-15,278
72
$2.44M 0.2%
37,841
+23,966
73
$2.41M 0.2%
19,532
-28,410
74
$2.35M 0.19%
36,144
+6,736
75
$2.31M 0.19%
35,587
-1,582
1 2
3
4 5