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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.09M 0.08%
50,723
+2,365
152
$2.08M 0.08%
26,277
+7,799
153
$2.07M 0.08%
5,663
+404
154
$2.06M 0.08%
34,155
+8,244
155
$1.97M 0.07%
76,982
+3,690
156
$1.93M 0.07%
26,369
+972
157
$1.89M 0.07%
17,127
+5,788
158
$1.85M 0.07%
12,557
+442
159
$1.83M 0.07%
7,569
+672
160
$1.83M 0.07%
33,679
+614
161
$1.79M 0.07%
7,874
-499
162
$1.78M 0.07%
90,488
+3,242
163
$1.76M 0.06%
3,493
+1,161
164
$1.71M 0.06%
23,773
+3,276
165
$1.71M 0.06%
10,421
+954
166
$1.7M 0.06%
4,235
+239
167
$1.68M 0.06%
19,736
-68
168
$1.65M 0.06%
49,906
-72
169
$1.64M 0.06%
50,513
+19,221
170
$1.62M 0.06%
31,361
+2,319
171
$1.59M 0.06%
20,496
-411
172
$1.57M 0.06%
19,967
-987
173
$1.48M 0.05%
22,054
+511
174
$1.41M 0.05%
21,060
+2,699
175
$1.36M 0.05%
5,936
+448
5 6
7
8 9