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
$218M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.65M
3
+$6.37M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.94M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$4.56M

Top Sells

1
+$4.77M
2
+$2.73M
3
+$1.64M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.41M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$1.3M

Sector Composition

1 Technology 8.39%
2 Healthcare 6.58%
3 Industrials 4.7%
4 Financials 4.64%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$690K 0.32%
8,126
+250
77
$684K 0.31%
27,746
+7,658
78
$675K 0.31%
20,452
-770
79
$673K 0.31%
4,660
+69
80
$663K 0.3%
15,774
+184
81
$628K 0.29%
10,360
+1,313
82
$607K 0.28%
11,342
-26,370
83
$606K 0.28%
18,547
-666
84
$585K 0.27%
24,902
-4,490
85
$565K 0.26%
8,808
+729
86
$545K 0.25%
9,236
-202
87
$540K 0.25%
5,143
+2,093
88
$525K 0.24%
21,773
+5,475
89
$520K 0.24%
623
90
$513K 0.24%
23,072
+3,956
91
$508K 0.23%
28,530
+365
92
$505K 0.23%
+4,569
93
$492K 0.23%
9,038
+1,888
94
$454K 0.21%
+17,092
95
$452K 0.21%
9,845
96
$447K 0.2%
14,295
-378
97
$442K 0.2%
8,732
98
$440K 0.2%
3,902
-300
99
$435K 0.2%
10,838
+1,091
100
$420K 0.19%
3,843
+86
2 3
4
5 6