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
$1.38B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$20.6M
3
+$13.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.69M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.76M

Top Sells

1
+$22.1M
2
+$19.8M
3
+$10.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.41M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.3M

Sector Composition

1 Technology 5.39%
2 Financials 3.33%
3 Healthcare 3%
4 Industrials 2.59%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$485K 0.04%
17,308
-1,378
202
$484K 0.04%
8,064
203
$467K 0.03%
7,665
+4,006
204
$465K 0.03%
9,813
205
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3,599
-3
206
$455K 0.03%
6,204
+294
207
$454K 0.03%
2,759
208
$453K 0.03%
2,723
+83
209
$449K 0.03%
2,493
-636
210
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+15,575
211
$444K 0.03%
3,715
-117
212
$430K 0.03%
1,557
-17
213
$429K 0.03%
5,647
+223
214
$426K 0.03%
1,601
+231
215
$423K 0.03%
2,352
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216
$420K 0.03%
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217
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218
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219
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37,839
220
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5,649
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221
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3,432
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222
$403K 0.03%
15,180
+825
223
$403K 0.03%
27,522
+3,386
224
$402K 0.03%
8,848
+8
225
$401K 0.03%
7,142
7 8
9
10 11