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
$248M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.12M
3
+$2.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.94M
5
ORCL icon
Oracle
ORCL
+$1.67M

Top Sells

1
+$7.88M
2
+$6.26M
3
+$4.43M
4
MOH icon
Molina Healthcare
MOH
+$2.68M
5
SJM icon
J.M. Smucker
SJM
+$922K

Sector Composition

1 Technology 9.88%
2 Healthcare 5.05%
3 Industrials 4.68%
4 Financials 4.43%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.09%
2,051
152
$226K 0.09%
3,741
-464
153
$225K 0.09%
2,819
154
$224K 0.09%
13,260
+435
155
$224K 0.09%
+2,950
156
$223K 0.09%
+7,754
157
$223K 0.09%
+5,334
158
$222K 0.09%
1,021
-104
159
$220K 0.09%
+1,466
160
$219K 0.09%
+3,760
161
$204K 0.08%
+3,049
162
$203K 0.08%
2,633
+148
163
$202K 0.08%
+2,000
164
$197K 0.08%
27,718
-1,770
165
$184K 0.07%
55,632
166
$179K 0.07%
10,450
-345
167
$179K 0.07%
12,114
168
$162K 0.07%
664
169
$138K 0.06%
46,698
+7,452
170
$136K 0.05%
+16,213
171
$108K 0.04%
15,262
-990
172
$58K 0.02%
+10,210
173
$48K 0.02%
1,180
174
$25K 0.01%
+12,238
175
$21K 0.01%
893
4 5 6
7
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