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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.39M 0.17%
126,726
+411
77
$2.35M 0.17%
19,657
+979
78
$2.3M 0.17%
28,619
-433
79
$2.23M 0.16%
34,221
+7,973
80
$2.21M 0.16%
+64,944
81
$2.17M 0.16%
20,087
+4,117
82
$2.15M 0.16%
16,500
-433
83
$2.04M 0.15%
32,136
+67
84
$2.02M 0.15%
44,968
+1,400
85
$1.99M 0.14%
32,560
-980
86
$1.92M 0.14%
+25,820
87
$1.9M 0.14%
16,044
+591
88
$1.9M 0.14%
22,380
-149
89
$1.81M 0.13%
10,163
-643
90
$1.8M 0.13%
33,774
+4,720
91
$1.8M 0.13%
10,446
+271
92
$1.78M 0.13%
54,642
-22,877
93
$1.77M 0.13%
9,208
+3,375
94
$1.76M 0.13%
15,982
-812
95
$1.74M 0.13%
189,464
-11,107
96
$1.71M 0.12%
33,797
+21,243
97
$1.71M 0.12%
144,408
+49,854
98
$1.63M 0.12%
6,002
-786
99
$1.63M 0.12%
101,986
-2,642
100
$1.61M 0.12%
20,647
+547
2 3
4
5 6