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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.11%
16,743
+244
102
$1.35M 0.11%
+12,705
103
$1.31M 0.11%
30,390
+1,834
104
$1.28M 0.11%
5,442
+449
105
$1.26M 0.1%
7,351
106
$1.25M 0.1%
45,491
+9,046
107
$1.25M 0.1%
23,339
+1,302
108
$1.24M 0.1%
6,520
+2,164
109
$1.22M 0.1%
21,207
+13,863
110
$1.2M 0.1%
6,888
+512
111
$1.18M 0.1%
15,857
-8
112
$1.16M 0.1%
19,916
-1,808
113
$1.1M 0.09%
23,526
+11,141
114
$1.1M 0.09%
22,101
+13,914
115
$1.1M 0.09%
6,364
+2,977
116
$1.04M 0.09%
+50,241
117
$1.03M 0.08%
2,884
+1,351
118
$1.02M 0.08%
+12,956
119
$992K 0.08%
5,634
+1,597
120
$979K 0.08%
77,200
+36,510
121
$967K 0.08%
11,528
-596
122
$945K 0.08%
11,138
+6,161
123
$939K 0.08%
10,784
+1,907
124
$930K 0.08%
9,360
+1,472
125
$925K 0.08%
31,787
-4,315
3 4
5
6 7