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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$19.6M
3
+$19.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.17M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.09M

Top Sells

1
+$12.3M
2
+$9.27M
3
+$4.97M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$4.01M
5
THO icon
Thor Industries
THO
+$3.13M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$794K 0.05%
5,874
-123
177
$791K 0.05%
43,542
-506
178
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4,777
-455
179
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6,197
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185
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187
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188
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38,188
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193
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196
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10,841
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197
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59,009
+15,189
198
$595K 0.04%
6,250
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199
$594K 0.04%
3,129
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200
$589K 0.03%
6,733
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6 7
8
9 10