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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.8M 0.28%
391,758
+102,402
52
$4.78M 0.28%
35,569
+4,014
53
$4.67M 0.28%
242,193
+46,427
54
$4.36M 0.26%
109,101
+1,149
55
$4.32M 0.26%
72,198
+3,560
56
$4.09M 0.24%
179,225
+10,418
57
$3.99M 0.24%
77,160
+5,847
58
$3.79M 0.22%
38,581
+3,894
59
$3.57M 0.21%
27,021
-589
60
$3.46M 0.2%
28,921
-42
61
$3.45M 0.2%
36,644
+2,830
62
$3.31M 0.2%
22,865
+2,509
63
$3.25M 0.19%
230,471
+13,296
64
$3.22M 0.19%
18,777
+14,440
65
$3.13M 0.18%
65,652
-565
66
$3.04M 0.18%
27,500
+2,114
67
$3.03M 0.18%
85,075
+550
68
$3.02M 0.18%
54,757
+1,228
69
$2.99M 0.18%
96,476
+13,850
70
$2.95M 0.17%
65,912
+8,641
71
$2.92M 0.17%
20,796
+1,382
72
$2.9M 0.17%
40,940
+2,420
73
$2.87M 0.17%
38,871
+4,438
74
$2.85M 0.17%
52,511
+15,782
75
$2.81M 0.17%
12,361
+1,616
1 2
3
4 5