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
$218M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.65M
3
+$6.37M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.94M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$4.56M

Top Sells

1
+$4.77M
2
+$2.73M
3
+$1.64M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.41M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$1.3M

Sector Composition

1 Technology 8.39%
2 Healthcare 6.58%
3 Industrials 4.7%
4 Financials 4.64%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$397K 0.18%
3,491
-570
102
$395K 0.18%
24,498
+2,144
103
$394K 0.18%
21,200
-1,220
104
$393K 0.18%
12,121
-137
105
$391K 0.18%
4,320
+5
106
$384K 0.18%
11,909
+4,019
107
$384K 0.18%
4,430
+58
108
$376K 0.17%
4,570
+223
109
$376K 0.17%
15,895
-330
110
$376K 0.17%
2,505
+166
111
$375K 0.17%
3,779
+1,582
112
$366K 0.17%
11,902
+1,526
113
$359K 0.16%
4,682
-199
114
$357K 0.16%
2,008
+11
115
$347K 0.16%
4,162
-216
116
$337K 0.15%
4,025
+949
117
$335K 0.15%
4,266
+1,148
118
$333K 0.15%
15,734
+49
119
$327K 0.15%
5,070
+79
120
$324K 0.15%
4,183
+902
121
$323K 0.15%
4,470
-667
122
$318K 0.15%
7,850
+2,964
123
$315K 0.14%
+4,106
124
$313K 0.14%
7,177
+1,644
125
$308K 0.14%
4,073
-16
3 4
5
6 7