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
$1.34B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$8.29M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$6.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.68M

Top Sells

1
+$2.67M
2
+$1.88M
3
+$1.51M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$763K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$677K

Sector Composition

1 Technology 5.32%
2 Financials 3.53%
3 Healthcare 3.03%
4 Consumer Discretionary 2.67%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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