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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.08%
19,091
-1,018
127
$1.3M 0.08%
18,075
+930
128
$1.29M 0.08%
49,934
-279
129
$1.25M 0.07%
26,175
+3,634
130
$1.24M 0.07%
52,224
+3,012
131
$1.22M 0.07%
13,666
+937
132
$1.21M 0.07%
199,541
-2,868
133
$1.2M 0.07%
125,294
+19,443
134
$1.15M 0.07%
31,047
-18,173
135
$1.15M 0.07%
9,060
+558
136
$1.14M 0.07%
21,894
+2,205
137
$1.08M 0.06%
29,501
+20,704
138
$1.07M 0.06%
10,914
-24,976
139
$1.05M 0.06%
11,482
+68
140
$1.05M 0.06%
28,117
+3,422
141
$1.05M 0.06%
70,280
+10,212
142
$1.03M 0.06%
108,960
+2,040
143
$1.03M 0.06%
22,975
+3,433
144
$1.01M 0.06%
26,595
+13,260
145
$998K 0.06%
5,881
-96
146
$996K 0.06%
2,748
+135
147
$993K 0.06%
16,013
+21
148
$990K 0.06%
17,919
-3,840
149
$977K 0.06%
38,886
+6,678
150
$975K 0.06%
+12,413
4 5
6
7 8