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
$218M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.65M
3
+$6.37M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.94M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$4.56M

Top Sells

1
+$4.77M
2
+$2.73M
3
+$1.64M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.41M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$1.3M

Sector Composition

1 Technology 8.39%
2 Healthcare 6.58%
3 Industrials 4.7%
4 Financials 4.64%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$251K 0.12%
2,051
+264
152
$251K 0.12%
+2,270
153
$245K 0.11%
+1,778
154
$236K 0.11%
+4,708
155
$234K 0.11%
7,297
-505
156
$231K 0.11%
1,864
-8
157
$224K 0.1%
4,357
-1,165
158
$223K 0.1%
+2,078
159
$222K 0.1%
5,124
-102
160
$222K 0.1%
2,820
-1
161
$217K 0.1%
+4,691
162
$213K 0.1%
+2,529
163
$213K 0.1%
1,873
-477
164
$213K 0.1%
2,586
-365
165
$212K 0.1%
5,305
-790
166
$212K 0.1%
1,852
-290
167
$212K 0.1%
1,741
-725
168
$211K 0.1%
5,092
+25
169
$207K 0.09%
+3,028
170
$206K 0.09%
2,163
171
$206K 0.09%
5,866
+155
172
$202K 0.09%
3,549
-3,434
173
$202K 0.09%
2,078
-97
174
$202K 0.09%
+4,180
175
$201K 0.09%
+990
4 5 6
7
8