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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.31%
31,158
+675
52
$4.23M 0.31%
33,987
-604
53
$3.89M 0.28%
140,321
-6,771
54
$3.85M 0.28%
54,456
+1,060
55
$3.74M 0.27%
31,787
-1,581
56
$3.62M 0.26%
124,108
-3,875
57
$3.61M 0.26%
83,386
-4,761
58
$3.51M 0.25%
9,228
-251
59
$3.46M 0.25%
80,445
-76,698
60
$3.46M 0.25%
171,055
-9,192
61
$3.37M 0.24%
19,885
+193
62
$3.35M 0.24%
67,244
-3,330
63
$3.24M 0.23%
25,404
+2,521
64
$2.88M 0.21%
33,536
-1,721
65
$2.85M 0.21%
56,162
+2,154
66
$2.83M 0.2%
262,232
-3,995
67
$2.69M 0.2%
69,740
-5,130
68
$2.63M 0.19%
43,639
-543
69
$2.62M 0.19%
50,793
-1,072
70
$2.6M 0.19%
20,243
+2,625
71
$2.58M 0.19%
52,295
+970
72
$2.57M 0.19%
75,399
-3,285
73
$2.48M 0.18%
19,130
-1,507
74
$2.43M 0.18%
+55,322
75
$2.39M 0.17%
13,062
-1,659
1 2
3
4 5