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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$3.46M
3
+$3.43M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.35M

Top Sells

1
+$7.84M
2
+$6.27M
3
+$5.96M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$5.7M
5
PEP icon
PepsiCo
PEP
+$3.65M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$372K 0.05%
8,196
177
$371K 0.05%
16,569
-3,636
178
$365K 0.05%
+15,120
179
$365K 0.05%
2,039
180
$363K 0.05%
194
181
$360K 0.04%
32,140
+8,359
182
$358K 0.04%
16,870
183
$357K 0.04%
+14,531
184
$356K 0.04%
1,282
+21
185
$355K 0.04%
18,850
+160
186
$355K 0.04%
4,889
+512
187
$351K 0.04%
4,170
188
$350K 0.04%
6,750
-58
189
$350K 0.04%
712
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190
$348K 0.04%
2,835
191
$346K 0.04%
4,684
192
$344K 0.04%
+6,261
193
$342K 0.04%
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194
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2,503
195
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4,560
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196
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2,026
197
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14,525
198
$320K 0.04%
2,934
-47
199
$317K 0.04%
4,414
200
$316K 0.04%
1,918
6 7
8
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