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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.57M 0.07%
117,360
-30,080
152
$1.56M 0.07%
17,260
+2,225
153
$1.55M 0.06%
11,675
+31
154
$1.54M 0.06%
25,911
+2,218
155
$1.51M 0.06%
28,591
+1,685
156
$1.49M 0.06%
3,996
+171
157
$1.47M 0.06%
20,907
+1,511
158
$1.43M 0.06%
9,467
+1,783
159
$1.41M 0.06%
20,497
-844
160
$1.41M 0.06%
21,543
-197
161
$1.41M 0.06%
10,606
+368
162
$1.38M 0.06%
5,936
-3,227
163
$1.37M 0.06%
24,046
-26,165
164
$1.37M 0.06%
18,478
+2,001
165
$1.37M 0.06%
6,897
+278
166
$1.35M 0.06%
17,156
-2,602
167
$1.28M 0.05%
11,339
-17
168
$1.28M 0.05%
11,739
+21
169
$1.27M 0.05%
13,985
+615
170
$1.25M 0.05%
10,703
-184
171
$1.22M 0.05%
29,042
+690
172
$1.19M 0.05%
23,649
-2,280
173
$1.18M 0.05%
6,189
+445
174
$1.17M 0.05%
8,269
+21
175
$1.17M 0.05%
21,382
+6,372
5 6
7
8 9