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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.28M 0.34%
133,258
+43,214
52
$9.16M 0.33%
165,703
+144,321
53
$9M 0.33%
394,908
-2,838
54
$8.87M 0.32%
16,131
+2,065
55
$8.74M 0.32%
27,397
+1,406
56
$8.73M 0.32%
153,090
-29,804
57
$8.62M 0.31%
22,715
+2,688
58
$8.53M 0.31%
99,936
-41,237
59
$8.31M 0.3%
124,090
+48,542
60
$8.26M 0.3%
475,248
+2,850
61
$7.88M 0.29%
34,106
+3,922
62
$7.87M 0.29%
94,332
+13,226
63
$7.67M 0.28%
152,743
-639,435
64
$7.66M 0.28%
63,774
+55,036
65
$7.66M 0.28%
152,877
+23,715
66
$7.55M 0.28%
101,836
+32,381
67
$7.46M 0.27%
27,381
+14,151
68
$7.27M 0.27%
34,973
+19,788
69
$6.99M 0.26%
131,875
+23,770
70
$6.93M 0.25%
36,787
+4,850
71
$6.84M 0.25%
46,133
+7,232
72
$6.7M 0.24%
23,293
+2,701
73
$6.56M 0.24%
153,552
+21,701
74
$6.54M 0.24%
53,580
+14,380
75
$6.5M 0.24%
424,289
+50,928
1 2
3
4 5