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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.08%
27,901
-2,554
127
$1.03M 0.07%
9,100
+8
128
$1.03M 0.07%
8,171
+3,409
129
$1.01M 0.07%
8,493
+550
130
$1M 0.07%
11,528
131
$976K 0.07%
16,764
+948
132
$956K 0.07%
6,956
-1,865
133
$936K 0.07%
10,439
+1,132
134
$935K 0.07%
12,342
+2,009
135
$901K 0.07%
10,766
-145
136
$901K 0.07%
31,541
-6
137
$895K 0.06%
1,719
138
$888K 0.06%
9,452
-1,274
139
$863K 0.06%
21,000
+1,919
140
$843K 0.06%
16,713
-2,119
141
$810K 0.06%
5,082
+986
142
$803K 0.06%
4,958
-295
143
$802K 0.06%
44,960
+3,242
144
$779K 0.06%
7,081
-216
145
$778K 0.06%
6,763
+805
146
$775K 0.06%
8,282
+775
147
$772K 0.06%
13,359
-2,122
148
$762K 0.06%
15,546
+1,434
149
$760K 0.06%
7,426
-722
150
$756K 0.05%
7,411
-101
4 5
6
7 8