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
$248M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.12M
3
+$2.16M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.94M
5
ORCL icon
Oracle
ORCL
+$1.67M

Top Sells

1
+$7.88M
2
+$6.26M
3
+$4.43M
4
MOH icon
Molina Healthcare
MOH
+$2.68M
5
SJM icon
J.M. Smucker
SJM
+$922K

Sector Composition

1 Technology 9.88%
2 Healthcare 5.05%
3 Industrials 4.68%
4 Financials 4.43%
5 Consumer Staples 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.8M 14.44%
764,810
+46,142
2
$12.3M 4.94%
125,180
+11,245
3
$10.8M 4.34%
760,554
+136,968
4
$8.43M 3.4%
327,184
+41,114
5
$8.18M 3.3%
287,345
+109,476
6
$7.64M 3.08%
473,140
+73,060
7
$6.84M 2.76%
287,287
+43,380
8
$6.23M 2.51%
236,760
+59,864
9
$6.06M 2.44%
439,586
+101,470
10
$5.47M 2.21%
131,721
+28,846
11
$5.37M 2.17%
663,366
+95,568
12
$5.04M 2.03%
+129,620
13
$4.76M 1.92%
244,093
+36,247
14
$4.38M 1.77%
161,303
+18,818
15
$4.35M 1.75%
41,631
+4,965
16
$3.37M 1.36%
33,281
+3,855
17
$2.72M 1.1%
245,570
18
$2.68M 1.08%
113,234
+31,842
19
$2.57M 1.04%
12,532
+5,015
20
$2.54M 1.03%
25,054
-574
21
$2.34M 0.94%
35,486
+25,123
22
$2.26M 0.91%
42,306
+4,610
23
$2.23M 0.9%
76,952
-216,053
24
$2.19M 0.88%
27,140
+3,133
25
$2.11M 0.85%
57,641
+45,680
1
2 3 4 5