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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.6M 0.12%
34,496
+6,679
102
$1.51M 0.11%
53,722
+12,084
103
$1.47M 0.11%
7,590
-135
104
$1.46M 0.11%
78,286
+58,405
105
$1.45M 0.11%
3,727
-186
106
$1.45M 0.1%
17,121
+353
107
$1.41M 0.1%
35,694
-855
108
$1.38M 0.1%
50,227
109
$1.35M 0.1%
33,602
+7,135
110
$1.34M 0.1%
7,409
+48
111
$1.31M 0.1%
11,598
-1,061
112
$1.27M 0.09%
22,789
+3
113
$1.25M 0.09%
22,805
-1,746
114
$1.25M 0.09%
5,846
-453
115
$1.25M 0.09%
21,852
-3,982
116
$1.24M 0.09%
22,822
-980
117
$1.22M 0.09%
13,801
-10,077
118
$1.2M 0.09%
12,629
-327
119
$1.2M 0.09%
7,139
-726
120
$1.16M 0.08%
+7,297
121
$1.15M 0.08%
75,180
-62,683
122
$1.15M 0.08%
13,496
+1,018
123
$1.14M 0.08%
44,878
-13,896
124
$1.08M 0.08%
75,682
+1,184
125
$1.07M 0.08%
23,943
-392
3 4
5
6 7