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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.66M 0.1%
81,872
+17,668
127
$2.64M 0.1%
10,849
-126
128
$2.62M 0.1%
76,059
-2,168
129
$2.59M 0.09%
24,981
-3,262
130
$2.55M 0.09%
21,848
+408
131
$2.51M 0.09%
24,398
+7,081
132
$2.49M 0.09%
34,856
+10,304
133
$2.47M 0.09%
47,388
-35,358
134
$2.46M 0.09%
21,174
+3,628
135
$2.45M 0.09%
7,984
-11
136
$2.44M 0.09%
130,973
+30,365
137
$2.36M 0.09%
43,842
+8,169
138
$2.35M 0.09%
25,054
+2,324
139
$2.33M 0.09%
92,460
+21,186
140
$2.32M 0.08%
27,056
+1,377
141
$2.32M 0.08%
13,978
+1,294
142
$2.28M 0.08%
22,558
+8,573
143
$2.2M 0.08%
9,079
+1,217
144
$2.17M 0.08%
23,482
+2,134
145
$2.16M 0.08%
26,315
+6,940
146
$2.13M 0.08%
14,907
+3,232
147
$2.13M 0.08%
23,702
+6,442
148
$2.13M 0.08%
39,292
+10,701
149
$2.12M 0.08%
13,700
+3,094
150
$2.1M 0.08%
22,356
+17,248
4 5
6
7 8