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
$248M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.12M
3
+$2.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.94M
5
ORCL icon
Oracle
ORCL
+$1.67M

Top Sells

1
+$7.88M
2
+$6.26M
3
+$4.43M
4
MOH icon
Molina Healthcare
MOH
+$2.68M
5
SJM icon
J.M. Smucker
SJM
+$922K

Sector Composition

1 Technology 9.88%
2 Healthcare 5.05%
3 Industrials 4.68%
4 Financials 4.43%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$660K 0.27%
13,186
77
$656K 0.26%
14,060
+83
78
$632K 0.25%
11,478
+1,804
79
$615K 0.25%
4,661
+181
80
$615K 0.25%
5,876
+52
81
$599K 0.24%
18,561
+70
82
$597K 0.24%
24,671
-6,505
83
$582K 0.23%
25,577
-600
84
$572K 0.23%
19,830
+1,709
85
$546K 0.22%
15,856
+264
86
$530K 0.21%
9,746
+97
87
$529K 0.21%
8,458
+44
88
$525K 0.21%
15,540
89
$522K 0.21%
5,798
-91
90
$520K 0.21%
28,793
+510
91
$514K 0.21%
6,633
+592
92
$508K 0.2%
4,588
+75
93
$459K 0.19%
10,226
+233
94
$458K 0.18%
21,320
-10,229
95
$451K 0.18%
9,845
96
$414K 0.17%
2,380
+13
97
$403K 0.16%
10,986
-5,363
98
$399K 0.16%
3,696
+1,097
99
$399K 0.16%
29,833
+487
100
$392K 0.16%
4,482
-369
2 3
4
5 6