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
$248M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.12M
3
+$2.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.94M
5
ORCL icon
Oracle
ORCL
+$1.67M

Top Sells

1
+$7.88M
2
+$6.26M
3
+$4.43M
4
MOH icon
Molina Healthcare
MOH
+$2.68M
5
SJM icon
J.M. Smucker
SJM
+$922K

Sector Composition

1 Technology 9.88%
2 Healthcare 5.05%
3 Industrials 4.68%
4 Financials 4.43%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$389K 0.16%
5,655
+1,022
102
$380K 0.15%
3,843
103
$375K 0.15%
4,648
+257
104
$372K 0.15%
+4,835
105
$366K 0.15%
7,929
+370
106
$364K 0.15%
4,294
-128
107
$360K 0.15%
2,841
108
$360K 0.15%
8,441
-246
109
$355K 0.14%
3,093
-151
110
$354K 0.14%
3,587
-447
111
$353K 0.14%
4,319
+150
112
$353K 0.14%
12,147
-29,350
113
$351K 0.14%
3,337
+174
114
$348K 0.14%
13,221
-516
115
$342K 0.14%
3,678
-12
116
$334K 0.13%
7,769
+219
117
$331K 0.13%
23,527
+187
118
$330K 0.13%
13,705
-1,600
119
$329K 0.13%
4,606
+500
120
$328K 0.13%
11,935
+1,339
121
$320K 0.13%
2,213
+17
122
$318K 0.13%
4,557
+490
123
$312K 0.13%
3,940
-225
124
$307K 0.12%
8,654
+468
125
$301K 0.12%
2,511
+56
3 4
5
6 7