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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.69M 0.16%
13,962
+1,056
77
$2.61M 0.15%
+18,683
78
$2.6M 0.15%
55,843
+444
79
$2.59M 0.15%
34,674
+27,144
80
$2.52M 0.15%
22,593
+1,784
81
$2.5M 0.15%
22,173
+2,527
82
$2.38M 0.14%
135,483
+9,207
83
$2.28M 0.14%
9,680
+387
84
$2.27M 0.13%
19,644
-3,497
85
$2.27M 0.13%
43,664
+64
86
$2.24M 0.13%
99,883
-23,199
87
$2.15M 0.13%
27,964
-1,983
88
$2.13M 0.13%
7,202
+215
89
$2.11M 0.12%
12,854
+5,935
90
$2.07M 0.12%
23,426
+3,009
91
$2.05M 0.12%
46,398
+5,022
92
$2.04M 0.12%
10,551
+715
93
$1.98M 0.12%
26,896
+4,446
94
$1.92M 0.11%
8,960
-45
95
$1.91M 0.11%
108,093
+11,345
96
$1.86M 0.11%
10,133
+980
97
$1.83M 0.11%
34,231
+6,433
98
$1.82M 0.11%
23,071
+697
99
$1.81M 0.11%
4,954
+596
100
$1.8M 0.11%
36,424
+21,358
2 3
4
5 6