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
201
$1.03M 0.04%
5,404
+212
202
$1.03M 0.04%
1,949
+10
203
$1.02M 0.04%
20,909
+823
204
$990K 0.04%
11,700
+4,578
205
$987K 0.04%
3,166
+192
206
$969K 0.04%
1,654
+37
207
$953K 0.03%
10,824
-354
208
$953K 0.03%
4,334
+1,088
209
$952K 0.03%
2,493
+815
210
$940K 0.03%
9,234
-1,567
211
$938K 0.03%
15,496
+1,883
212
$924K 0.03%
16,762
-728
213
$905K 0.03%
9,131
+2,707
214
$894K 0.03%
2,590
+556
215
$888K 0.03%
4,472
+438
216
$888K 0.03%
5,372
+376
217
$860K 0.03%
5,580
+852
218
$849K 0.03%
10,381
+397
219
$837K 0.03%
2,099
+63
220
$836K 0.03%
6,449
-776
221
$815K 0.03%
5,817
-127
222
$808K 0.03%
25,195
223
$797K 0.03%
7,694
+957
224
$796K 0.03%
8,066
+2,629
225
$794K 0.03%
14,682
+9,538
7 8
9
10 11