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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.06M 0.13%
123,309
-13,437
102
$3.03M 0.13%
8,329
-136
103
$2.95M 0.12%
11,571
+278
104
$2.93M 0.12%
23,024
+1,430
105
$2.92M 0.12%
24,360
+9,853
106
$2.89M 0.12%
26,478
+366
107
$2.79M 0.12%
78,227
-3,513
108
$2.76M 0.12%
47,349
+37,705
109
$2.75M 0.12%
28,243
-3,822
110
$2.73M 0.11%
10,975
+970
111
$2.71M 0.11%
24,989
+2,389
112
$2.65M 0.11%
107,362
+7,480
113
$2.58M 0.11%
15,185
-166
114
$2.58M 0.11%
31,234
+15,856
115
$2.57M 0.11%
75,408
+3,384
116
$2.52M 0.11%
7,995
-10
117
$2.45M 0.1%
21,440
+7,499
118
$2.4M 0.1%
8,668
+29
119
$2.31M 0.1%
41,393
-1,311
120
$2.28M 0.1%
186,041
-8,695
121
$2.2M 0.09%
39,696
+30,983
122
$2.18M 0.09%
25,679
-1,691
123
$2.17M 0.09%
22,730
+3
124
$2.1M 0.09%
17,546
+2,559
125
$2.04M 0.09%
12,684
+403
3 4
5
6 7