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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$974K 0.06%
16,228
+252
152
$971K 0.06%
9,177
-46
153
$971K 0.06%
11,528
154
$968K 0.06%
10,614
+1,532
155
$961K 0.06%
19,105
+7,426
156
$957K 0.06%
16,274
-3,535
157
$948K 0.06%
11,473
+8,259
158
$945K 0.06%
2,170
+329
159
$938K 0.06%
17,498
-2,625
160
$936K 0.06%
24,136
+2,187
161
$910K 0.05%
+321
162
$900K 0.05%
29,645
-130
163
$885K 0.05%
6,187
+67
164
$876K 0.05%
2,971
+158
165
$861K 0.05%
25,289
+1,101
166
$856K 0.05%
11,190
167
$850K 0.05%
49,278
+14,847
168
$847K 0.05%
14,406
+1,047
169
$839K 0.05%
12,051
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170
$816K 0.05%
7,541
171
$812K 0.05%
+32,888
172
$811K 0.05%
4,226
+677
173
$807K 0.05%
8,068
+4,176
174
$801K 0.05%
+26,080
175
$801K 0.05%
43,499
+3,304
5 6
7
8 9