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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.19%
28,909
+9,175
77
$2.29M 0.19%
21,276
+13,574
78
$2.29M 0.19%
123,864
+12,342
79
$2.05M 0.17%
18,367
+4,522
80
$1.99M 0.16%
+101,342
81
$1.96M 0.16%
223,369
+201,432
82
$1.94M 0.16%
22,322
+208
83
$1.88M 0.15%
43,720
84
$1.85M 0.15%
12,915
-324
85
$1.82M 0.15%
15,308
-9,558
86
$1.81M 0.15%
15,576
-1,882
87
$1.8M 0.15%
14,647
+5,135
88
$1.75M 0.14%
10,507
+210
89
$1.72M 0.14%
118,823
-380,849
90
$1.71M 0.14%
109,026
-105,790
91
$1.68M 0.14%
28,600
+2,800
92
$1.68M 0.14%
15,083
+2,309
93
$1.61M 0.13%
162,120
-269,080
94
$1.57M 0.13%
62,620
-31,794
95
$1.54M 0.13%
9,838
+3,204
96
$1.49M 0.12%
19,331
+1,601
97
$1.49M 0.12%
34,961
+3,518
98
$1.49M 0.12%
28,371
-20,346
99
$1.46M 0.12%
7,707
+1,337
100
$1.4M 0.11%
42,909
-158,943
2 3
4
5 6