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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$747K 0.05%
5,328
+95
152
$736K 0.05%
6,160
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153
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17,968
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156
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157
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15,210
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173
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11,053
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174
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8,267
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175
$609K 0.04%
2,091
-329
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7
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