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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$3.46M
3
+$3.43M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.35M

Top Sells

1
+$7.84M
2
+$6.27M
3
+$5.96M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$5.7M
5
PEP icon
PepsiCo
PEP
+$3.65M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$780K 0.1%
22,788
+6,444
127
$758K 0.09%
7,221
+2,637
128
$737K 0.09%
18,803
+1,576
129
$725K 0.09%
3,668
+214
130
$724K 0.09%
12,515
+2,059
131
$626K 0.08%
6,672
+678
132
$617K 0.08%
7,732
-254
133
$614K 0.08%
3,526
-21
134
$600K 0.07%
8,055
+1,396
135
$580K 0.07%
4,874
+88
136
$574K 0.07%
4,423
137
$572K 0.07%
13,018
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138
$568K 0.07%
10,283
-33
139
$568K 0.07%
18,760
-518
140
$557K 0.07%
36,213
141
$531K 0.07%
6,914
142
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143
$528K 0.07%
15,090
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144
$520K 0.06%
4,086
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145
$516K 0.06%
4,135
-25
146
$515K 0.06%
6,406
+53
147
$510K 0.06%
37,717
+1,340
148
$507K 0.06%
7,227
+1,929
149
$500K 0.06%
42,300
150
$488K 0.06%
3,973
-51,071
4 5
6
7 8