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
201
$448K 0.04%
8,064
+2,792
202
$446K 0.04%
+14,467
203
$443K 0.04%
19,153
+125
204
$439K 0.04%
+5,785
205
$438K 0.04%
251
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206
$437K 0.04%
7,211
+872
207
$436K 0.04%
+20,759
208
$435K 0.04%
5,064
+4
209
$434K 0.04%
2,323
+525
210
$433K 0.04%
2,253
+427
211
$427K 0.04%
3,292
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212
$425K 0.03%
+9,524
213
$423K 0.03%
30,709
214
$420K 0.03%
2,387
+25
215
$419K 0.03%
+24,063
216
$414K 0.03%
7,681
-54,179
217
$412K 0.03%
13,704
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218
$412K 0.03%
15,900
-2,190
219
$410K 0.03%
9,414
+2,226
220
$410K 0.03%
4,754
+1,919
221
$407K 0.03%
2,597
+7
222
$402K 0.03%
3,671
-374
223
$398K 0.03%
+5,125
224
$394K 0.03%
3,911
+494
225
$394K 0.03%
8,770
7 8
9
10 11