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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.95M 0.21%
45,779
+1,430
77
$4.87M 0.2%
13,804
+11,423
78
$4.86M 0.2%
75,548
+13,523
79
$4.86M 0.2%
37,371
+2,578
80
$4.83M 0.2%
92,735
+6,055
81
$4.82M 0.2%
79,390
+1,549
82
$4.68M 0.2%
25,345
+2,323
83
$4.63M 0.19%
62,936
+14,016
84
$4.5M 0.19%
286,378
+108,128
85
$4.41M 0.18%
121,767
+3,319
86
$4.41M 0.18%
26,828
+2,968
87
$4.28M 0.18%
82,746
-1,902
88
$4.26M 0.18%
28,298
+1,931
89
$4.04M 0.17%
39,200
-4,080
90
$3.82M 0.16%
69,408
+1,872
91
$3.65M 0.15%
33,666
+3,436
92
$3.53M 0.15%
106,020
+16
93
$3.44M 0.14%
9,322
+4,642
94
$3.32M 0.14%
62,139
+2,644
95
$3.25M 0.14%
13,230
-165
96
$3.25M 0.14%
11,021
-1,578
97
$3.2M 0.13%
49,091
-181
98
$3.17M 0.13%
49,130
+4,734
99
$3.17M 0.13%
14,977
-382
100
$3.12M 0.13%
20,601
-1,292
2 3
4
5 6