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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$907K 0.07%
9,092
127
$895K 0.07%
7,943
+4,522
128
$887K 0.07%
8,101
+2,092
129
$881K 0.07%
17,025
-1,616
130
$870K 0.07%
5,746
+847
131
$864K 0.07%
9,090
-1,401
132
$850K 0.07%
10,090
+986
133
$848K 0.07%
10,612
+3,429
134
$841K 0.07%
17,407
+5,288
135
$837K 0.07%
5,004
+3,302
136
$814K 0.07%
44,767
+1,412
137
$808K 0.07%
9,307
+4,465
138
$806K 0.07%
16,676
+3,896
139
$803K 0.07%
1,769
140
$769K 0.06%
2,226
-9
141
$764K 0.06%
4,754
-19,383
142
$761K 0.06%
+7,755
143
$759K 0.06%
9,415
+1,135
144
$756K 0.06%
14,015
+9,235
145
$735K 0.06%
13,972
+3,733
146
$734K 0.06%
9,217
+490
147
$731K 0.06%
1,674
+953
148
$728K 0.06%
8,690
+1,968
149
$723K 0.06%
6,794
+3,464
150
$690K 0.06%
4,319
+122
4 5
6
7 8