SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.6M
3
+$8.29M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$6.39M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.68M

Top Sells

1
+$2.67M
2
+$1.88M
3
+$1.51M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$763K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$677K

Sector Composition

1 Technology 5.32%
2 Financials 3.53%
3 Healthcare 3.03%
4 Consumer Discretionary 2.67%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$166M 12.38%
2,838,625
+83,259
2
$149M 11.05%
990,161
+83,977
3
$86M 6.4%
1,723,466
+128,011
4
$78.3M 5.83%
1,474,331
+156,003
5
$77.5M 5.77%
696,215
+138,207
6
$51.7M 3.84%
1,273,312
+109,688
7
$36.4M 2.7%
1,487,004
+205,143
8
$31.8M 2.37%
2,721,966
+431,928
9
$31.5M 2.34%
963,953
+34,268
10
$24.1M 1.79%
909,482
+214,504
11
$24.1M 1.79%
602,854
+95,272
12
$23.1M 1.72%
467,712
+5,400
13
$22.1M 1.64%
204,854
-7,078
14
$20.5M 1.52%
181,163
+4,659
15
$17.5M 1.3%
130,855
+4,422
16
$15.7M 1.16%
569,568
+132,386
17
$13.1M 0.98%
61,607
-2,925
18
$12.6M 0.94%
289,104
-9,116
19
$12.3M 0.92%
85,531
-1,100
20
$11.9M 0.89%
117,305
+4,872
21
$10.6M 0.79%
206,712
+48,468
22
$9.72M 0.72%
125,536
-1,247
23
$8.46M 0.63%
78,753
+19,375
24
$8.37M 0.62%
88,400
-1,680
25
$8.01M 0.6%
313,196
-14,401
1
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