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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.36M 0.05%
11,831
+92
177
$1.32M 0.05%
16,277
-879
178
$1.31M 0.05%
6,040
+104
179
$1.3M 0.05%
+32,310
180
$1.3M 0.05%
10,316
-387
181
$1.27M 0.05%
9,235
+4,730
182
$1.26M 0.05%
5,308
+1,190
183
$1.23M 0.04%
6,120
-14
184
$1.22M 0.04%
89,569
+10,232
185
$1.22M 0.04%
33,557
+15,062
186
$1.22M 0.04%
8,269
187
$1.19M 0.04%
7,189
188
$1.18M 0.04%
20,015
+1,344
189
$1.18M 0.04%
14,364
+896
190
$1.18M 0.04%
22,813
+1,573
191
$1.13M 0.04%
3,923
+1,093
192
$1.11M 0.04%
3,624
+72
193
$1.1M 0.04%
20,844
-2,805
194
$1.1M 0.04%
5,699
-490
195
$1.08M 0.04%
3,976
-217
196
$1.07M 0.04%
5,582
+178
197
$1.07M 0.04%
8,612
+232
198
$1.06M 0.04%
3,724
+413
199
$1.06M 0.04%
5,671
+50
200
$1.04M 0.04%
9,075
+211
6 7
8
9 10