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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2M 0.08%
8,216
-1,457
127
$1.98M 0.08%
100,608
-64,308
128
$1.96M 0.08%
31,802
+27,393
129
$1.96M 0.08%
8,838
-1,117
130
$1.93M 0.08%
3,281
+3
131
$1.92M 0.08%
42,693
-512
132
$1.92M 0.08%
25,397
+4,547
133
$1.9M 0.08%
8,373
-18,733
134
$1.89M 0.08%
21,348
+13,752
135
$1.88M 0.08%
73,292
+14,038
136
$1.88M 0.08%
64,204
-41,624
137
$1.87M 0.08%
5,259
-616
138
$1.87M 0.08%
48,358
-821
139
$1.8M 0.08%
17,317
+3,812
140
$1.78M 0.07%
49,978
+46
141
$1.76M 0.07%
+24,552
142
$1.76M 0.07%
7,862
-11,702
143
$1.75M 0.07%
35,673
-180
144
$1.73M 0.07%
71,274
+7,773
145
$1.72M 0.07%
33,065
+1,767
146
$1.7M 0.07%
19,804
+540
147
$1.64M 0.07%
87,246
-12,674
148
$1.61M 0.07%
12,115
-1,180
149
$1.59M 0.07%
20,954
-484
150
$1.58M 0.07%
+19,375
4 5
6
7 8