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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.23M 0.15%
70,242
+834
102
$4.19M 0.15%
11,075
+1,753
103
$4.12M 0.15%
277,023
+90,982
104
$3.85M 0.14%
27,501
+4,477
105
$3.82M 0.14%
63,257
+1,118
106
$3.73M 0.14%
101,773
+26,365
107
$3.67M 0.13%
15,708
+731
108
$3.6M 0.13%
27,508
+3,148
109
$3.56M 0.13%
32,930
-736
110
$3.54M 0.13%
14,922
+6,084
111
$3.3M 0.12%
59,453
+12,104
112
$3.29M 0.12%
143,025
+35,663
113
$3.21M 0.12%
8,161
-168
114
$3.21M 0.12%
122,892
-417
115
$3.19M 0.12%
10,941
+2,725
116
$3.16M 0.12%
19,933
-668
117
$3.07M 0.11%
53,893
+14,197
118
$3.05M 0.11%
26,976
+1,987
119
$3.04M 0.11%
12,690
+1,119
120
$3.04M 0.11%
106,930
+910
121
$2.95M 0.11%
26,374
-104
122
$2.85M 0.1%
9,671
+1,003
123
$2.76M 0.1%
42,679
+10,877
124
$2.72M 0.1%
32,846
+1,612
125
$2.72M 0.1%
18,326
+11,684
3 4
5
6 7