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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.32M 0.31%
230,431
-28,295
52
$7.04M 0.29%
129,162
+13,621
53
$7.04M 0.29%
14,066
+420
54
$6.77M 0.28%
30,184
+21,531
55
$6.67M 0.28%
261,602
+69,406
56
$6.55M 0.27%
20,027
+1,523
57
$6.1M 0.26%
81,106
+74,564
58
$5.99M 0.25%
90,044
+15,050
59
$5.92M 0.25%
36,990
+590
60
$5.83M 0.24%
43,046
+8,255
61
$5.8M 0.24%
31,937
+29,739
62
$5.79M 0.24%
20,592
+15,845
63
$5.6M 0.23%
373,361
+35,727
64
$5.59M 0.23%
108,105
+10,626
65
$5.5M 0.23%
38,901
+10,652
66
$5.47M 0.23%
120,912
+1,800
67
$5.47M 0.23%
24,573
-1,230
68
$5.44M 0.23%
66,953
+1,306
69
$5.38M 0.23%
+131,851
70
$5.37M 0.23%
83,951
+5,043
71
$5.15M 0.22%
22,504
+2,653
72
$5.09M 0.21%
87,459
+4,053
73
$4.99M 0.21%
69,455
+17,263
74
$4.99M 0.21%
22,970
+488
75
$4.96M 0.21%
217,186
+12,002
1 2
3
4 5