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
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$160M 13.14%
2,755,366
+1,029,537
2
$131M 10.77%
906,184
+247,950
3
$79.8M 6.56%
1,595,455
+234,439
4
$67.8M 5.57%
1,318,328
+218,388
5
$60.9M 5%
558,008
+277,396
6
$45.2M 3.71%
1,163,624
+130,768
7
$30.9M 2.54%
1,281,861
+568,422
8
$30M 2.46%
929,685
+257,693
9
$25.8M 2.12%
2,290,038
+740,562
10
$22.1M 1.82%
211,932
-4,210
11
$22M 1.8%
462,312
+80,696
12
$19.8M 1.63%
507,582
+251,372
13
$19.6M 1.61%
176,504
+164
14
$18M 1.48%
694,978
+253,516
15
$14.9M 1.22%
126,433
+26,317
16
$13M 1.06%
64,532
+5,333
17
$12.8M 1.05%
298,220
-2,666
18
$12M 0.99%
86,631
-967
19
$11.8M 0.97%
437,182
+220,680
20
$11.4M 0.94%
112,433
+90,389
21
$9.96M 0.82%
215,446
-357,652
22
$9.51M 0.78%
126,783
-2,367
23
$8.16M 0.67%
327,597
-7,059
24
$8.02M 0.66%
90,080
+10,260
25
$7.88M 0.65%
158,244
+62,600
1
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