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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.1%
9,116
+2,861
102
$1.75M 0.1%
35,569
+19,544
103
$1.75M 0.1%
45,795
-6,146
104
$1.75M 0.1%
44,252
+6,409
105
$1.72M 0.1%
6,073
+4,292
106
$1.67M 0.1%
79,779
-5,000
107
$1.65M 0.1%
9,453
+620
108
$1.61M 0.1%
178,010
+2,163
109
$1.6M 0.09%
110,484
+12,778
110
$1.58M 0.09%
14,228
+54
111
$1.57M 0.09%
16,944
+1,746
112
$1.53M 0.09%
24,772
-9,504
113
$1.46M 0.09%
3,294
+45
114
$1.45M 0.09%
15,877
-1,734
115
$1.42M 0.08%
61,185
+45,658
116
$1.41M 0.08%
10,817
-97
117
$1.4M 0.08%
19,159
+225
118
$1.39M 0.08%
53,900
+2,848
119
$1.39M 0.08%
123,018
+13,802
120
$1.39M 0.08%
103,293
+11,404
121
$1.38M 0.08%
7,525
+17
122
$1.37M 0.08%
92,176
+14,268
123
$1.36M 0.08%
7,394
+1,645
124
$1.34M 0.08%
39,087
+4,310
125
$1.31M 0.08%
21,449
-12,343
3 4
5
6 7