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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.45M 0.24%
76,694
+9,741
77
$6.4M 0.23%
163,508
+41,741
78
$6.39M 0.23%
16,146
+2,342
79
$6.38M 0.23%
56,627
+10,848
80
$6.24M 0.23%
46,243
+3,197
81
$6.14M 0.22%
37,049
+59
82
$6.13M 0.22%
130,440
+9,528
83
$6.07M 0.22%
24,556
+2,052
84
$6.02M 0.22%
107,464
+20,005
85
$5.99M 0.22%
76,983
+14,047
86
$5.84M 0.21%
409,588
+123,210
87
$5.74M 0.21%
+96,399
88
$5.72M 0.21%
263,369
+46,183
89
$5.62M 0.21%
104,575
+11,840
90
$5.6M 0.2%
99,739
+15,788
91
$5.38M 0.2%
23,727
-846
92
$5.26M 0.19%
24,003
+1,033
93
$5.19M 0.19%
32,428
+4,130
94
$5.16M 0.19%
81,818
+40,425
95
$4.96M 0.18%
30,103
+3,275
96
$4.95M 0.18%
36,854
-517
97
$4.84M 0.18%
76,335
-3,055
98
$4.5M 0.16%
6,958
+3,677
99
$4.38M 0.16%
63,534
+14,404
100
$4.24M 0.15%
212,040
+94,680
2 3
4
5 6