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
$248M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.12M
3
+$2.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.94M
5
ORCL icon
Oracle
ORCL
+$1.67M

Top Sells

1
+$7.88M
2
+$6.26M
3
+$4.43M
4
MOH icon
Molina Healthcare
MOH
+$2.68M
5
SJM icon
J.M. Smucker
SJM
+$922K

Sector Composition

1 Technology 9.88%
2 Healthcare 5.05%
3 Industrials 4.68%
4 Financials 4.43%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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