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
201
$589K 0.03%
27,195
-2,510
202
$585K 0.03%
2,504
-162
203
$576K 0.03%
1,900
-813
204
$561K 0.03%
7,043
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205
$561K 0.03%
+9,862
206
$553K 0.03%
9,435
+4,630
207
$542K 0.03%
5,153
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208
$532K 0.03%
2,064
+35
209
$528K 0.03%
2,553
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210
$521K 0.03%
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-701
211
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5,279
212
$510K 0.03%
+6,243
213
$505K 0.03%
9,891
+1,504
214
$504K 0.03%
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-727
215
$502K 0.03%
2,077
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216
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217
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218
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20,976
-7,837
219
$486K 0.03%
4,146
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220
$482K 0.03%
6,117
-156
221
$481K 0.03%
2,845
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222
$470K 0.03%
7,226
+1,927
223
$469K 0.03%
25,825
-8,707
224
$468K 0.03%
2,208
+224
225
$465K 0.03%
1,669
+108
7 8
9
10 11