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
$248M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.12M
3
+$2.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.94M
5
ORCL icon
Oracle
ORCL
+$1.67M

Top Sells

1
+$7.88M
2
+$6.26M
3
+$4.43M
4
MOH icon
Molina Healthcare
MOH
+$2.68M
5
SJM icon
J.M. Smucker
SJM
+$922K

Sector Composition

1 Technology 9.88%
2 Healthcare 5.05%
3 Industrials 4.68%
4 Financials 4.43%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$299K 0.12%
10,306
+356
127
$298K 0.12%
234
+8
128
$296K 0.12%
1,568
-93
129
$296K 0.12%
546
+19
130
$295K 0.12%
4,475
131
$292K 0.12%
7,457
-86
132
$290K 0.12%
+2,793
133
$290K 0.12%
11,172
-752
134
$284K 0.11%
2,503
135
$282K 0.11%
+4,657
136
$267K 0.11%
8,771
-366
137
$262K 0.11%
2,221
-92
138
$262K 0.11%
5,272
139
$262K 0.11%
4,225
-383
140
$261K 0.11%
3,843
-625
141
$257K 0.1%
5,675
+630
142
$254K 0.1%
2,071
+224
143
$252K 0.1%
11,345
+555
144
$251K 0.1%
2,674
+92
145
$249K 0.1%
2,159
146
$248K 0.1%
37,576
-10,776
147
$246K 0.1%
10,999
-179
148
$244K 0.1%
+23,880
149
$237K 0.1%
7,032
150
$230K 0.09%
+6,876
4 5
6
7 8