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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$3.46M
3
+$3.43M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.35M

Top Sells

1
+$7.84M
2
+$6.27M
3
+$5.96M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$5.7M
5
PEP icon
PepsiCo
PEP
+$3.65M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.2M 9.44%
1,328,520
+154,598
2
$71.7M 8.89%
576,304
+18,879
3
$51.3M 6.35%
1,234,242
+72,462
4
$42.2M 5.23%
886,951
-119,774
5
$28.2M 3.49%
782,828
+10,392
6
$24.6M 3.05%
809,884
+57,548
7
$23.8M 2.95%
217,723
-71,619
8
$21M 2.6%
226,638
+283
9
$15.2M 1.88%
1,577,478
+44,820
10
$14M 1.73%
126,908
-17,305
11
$13.8M 1.71%
581,295
+3,040
12
$12.8M 1.58%
347,014
-7,986
13
$12.2M 1.51%
128,447
-1,886
14
$11.9M 1.47%
200,096
15
$10.7M 1.33%
157,584
-3,413
16
$10.2M 1.27%
60,445
-348
17
$10.2M 1.27%
202,492
+6,256
18
$10.1M 1.25%
170,795
+1
19
$9.86M 1.22%
74,267
20
$9.08M 1.12%
372,711
-1,254
21
$8.92M 1.11%
248,366
+5,898
22
$6.64M 0.82%
418,196
+23,370
23
$6.4M 0.79%
191,139
+2,327
24
$6.38M 0.79%
127,486
+2,079
25
$6.21M 0.77%
237,902
-73,178
1
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