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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$670K 0.06%
+5,587
152
$668K 0.05%
13,669
-596
153
$665K 0.05%
6,986
+542
154
$664K 0.05%
2,211
+437
155
$664K 0.05%
4,900
+2,192
156
$663K 0.05%
+22,050
157
$658K 0.05%
5,363
+137
158
$634K 0.05%
7,050
+1,331
159
$632K 0.05%
40,158
+25,455
160
$631K 0.05%
8,225
+3,638
161
$631K 0.05%
+15,127
162
$628K 0.05%
139,880
+34,400
163
$613K 0.05%
7,633
+3,000
164
$610K 0.05%
3,800
+159
165
$587K 0.05%
10,714
+4,016
166
$582K 0.05%
9,351
+4,524
167
$561K 0.05%
9,833
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168
$560K 0.05%
+4,693
169
$560K 0.05%
5,389
+2,150
170
$559K 0.05%
10,816
-119,901
171
$546K 0.04%
12,456
+5,586
172
$544K 0.04%
+18,943
173
$543K 0.04%
+19,584
174
$530K 0.04%
2,187
+595
175
$530K 0.04%
7,194
+694
5 6
7
8 9