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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$3.46M
3
+$3.43M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.35M

Top Sells

1
+$7.84M
2
+$6.27M
3
+$5.96M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$5.7M
5
PEP icon
PepsiCo
PEP
+$3.65M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.13%
11,795
-78
102
$1.06M 0.13%
34,632
+2,422
103
$1.06M 0.13%
9,096
+84
104
$1.03M 0.13%
16,948
+11,415
105
$1.02M 0.13%
+11,203
106
$1.02M 0.13%
+12,744
107
$1.01M 0.13%
12,356
-1,052
108
$991K 0.12%
21,800
-1,300
109
$977K 0.12%
23,929
+7,734
110
$969K 0.12%
19,152
+2,004
111
$940K 0.12%
10,577
112
$923K 0.11%
29,495
-106,571
113
$906K 0.11%
30,798
-3,082
114
$893K 0.11%
20,007
-470
115
$887K 0.11%
8,501
+899
116
$883K 0.11%
19,000
-1,400
117
$881K 0.11%
18,155
+307
118
$856K 0.11%
15,447
+674
119
$835K 0.1%
55,137
-7,880
120
$832K 0.1%
30,740
+838
121
$811K 0.1%
13,900
+171
122
$801K 0.1%
7,239
-46
123
$796K 0.1%
32,804
-1,350
124
$794K 0.1%
4,609
-1,036
125
$787K 0.1%
3,689
+16
3 4
5
6 7