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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$3.46M
3
+$3.43M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.35M

Top Sells

1
+$7.84M
2
+$6.27M
3
+$5.96M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$5.7M
5
PEP icon
PepsiCo
PEP
+$3.65M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.25%
58,060
+4,230
77
$1.91M 0.24%
42,526
+7,111
78
$1.89M 0.23%
17,984
-9,447
79
$1.83M 0.23%
36,174
-21,474
80
$1.82M 0.23%
22,585
-223
81
$1.77M 0.22%
16,176
-126
82
$1.76M 0.22%
44,770
+50
83
$1.73M 0.21%
107,958
+8,583
84
$1.72M 0.21%
14,566
+2,180
85
$1.66M 0.21%
34,175
-4,653
86
$1.66M 0.21%
57,622
+1,747
87
$1.58M 0.2%
56,371
-395
88
$1.54M 0.19%
23,621
+1,357
89
$1.48M 0.18%
52,029
-1,785
90
$1.44M 0.18%
27,671
-1,038
91
$1.43M 0.18%
10,401
+343
92
$1.42M 0.18%
9,620
-36
93
$1.39M 0.17%
9,229
+289
94
$1.38M 0.17%
26,668
-414
95
$1.28M 0.16%
12,065
+947
96
$1.25M 0.15%
49,338
-7,852
97
$1.19M 0.15%
19,384
+1,573
98
$1.17M 0.14%
7,289
99
$1.1M 0.14%
34,386
+2,881
100
$1.09M 0.13%
43,096
+20,778
2 3
4
5 6