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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.16M 0.05%
18,361
+1,038
177
$1.15M 0.05%
7,189
+394
178
$1.15M 0.05%
79,337
+10,136
179
$1.14M 0.05%
6,134
+14
180
$1.13M 0.05%
5,621
+16
181
$1.11M 0.05%
13,468
182
$1.07M 0.04%
18,671
+2,426
183
$1.06M 0.04%
2,332
-534
184
$1.04M 0.04%
21,240
-3,444
185
$1.03M 0.04%
8,738
-394
186
$1.02M 0.04%
5,488
+56
187
$1.02M 0.04%
5,404
+2,617
188
$1.02M 0.04%
4,193
-31
189
$1.01M 0.04%
1,939
+177
190
$992K 0.04%
10,801
-4,638
191
$990K 0.04%
8,380
-1,281
192
$985K 0.04%
31,292
-4,027
193
$975K 0.04%
11,178
-1,830
194
$959K 0.04%
8,864
+12
195
$940K 0.04%
12,162
-115,462
196
$933K 0.04%
17,490
+5,924
197
$918K 0.04%
6,642
-593
198
$914K 0.04%
7,225
-2,370
199
$911K 0.04%
5,192
-577
200
$894K 0.04%
2,974
+233
6 7
8
9 10