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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$528K 0.04%
12,895
+2,841
177
$525K 0.04%
12,240
-1,373
178
$520K 0.04%
+10,069
179
$516K 0.04%
4,168
+2,389
180
$515K 0.04%
1,934
+212
181
$509K 0.04%
+8,344
182
$509K 0.04%
12,356
+2,136
183
$499K 0.04%
+5,641
184
$498K 0.04%
5,816
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185
$489K 0.04%
1,979
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186
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4,150
+308
187
$486K 0.04%
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188
$486K 0.04%
18,920
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189
$484K 0.04%
1,987
+306
190
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191
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192
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193
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12,729
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194
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3,611
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195
$463K 0.04%
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196
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197
$461K 0.04%
20,315
+4,510
198
$457K 0.04%
2,907
+433
199
$453K 0.04%
10,420
200
$452K 0.04%
+11,071
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8
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