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
$218M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.65M
3
+$6.37M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.94M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$4.56M

Top Sells

1
+$4.77M
2
+$2.73M
3
+$1.64M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.41M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$1.3M

Sector Composition

1 Technology 8.39%
2 Healthcare 6.58%
3 Industrials 4.7%
4 Financials 4.64%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.14%
7,133
+2,032
127
$304K 0.14%
6,256
+358
128
$302K 0.14%
18,868
+1,716
129
$300K 0.14%
31,819
-4,089
130
$300K 0.14%
9,478
-1,076
131
$292K 0.13%
9,803
-203
132
$292K 0.13%
12,046
+439
133
$291K 0.13%
2,777
+326
134
$290K 0.13%
10,858
-1,584
135
$290K 0.13%
2,503
136
$289K 0.13%
24,346
+10,275
137
$289K 0.13%
+11,112
138
$282K 0.13%
2,141
-550
139
$275K 0.13%
7,032
140
$272K 0.12%
2,632
-124
141
$268K 0.12%
5,437
-742
142
$268K 0.12%
1,907
-409
143
$267K 0.12%
5,272
144
$263K 0.12%
+3,564
145
$262K 0.12%
3,923
-631
146
$262K 0.12%
+1,259
147
$261K 0.12%
10,204
-307
148
$261K 0.12%
+5,125
149
$259K 0.12%
5,316
+59
150
$255K 0.12%
2,285
-837
4 5
6
7 8