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
$2.39B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$22M
3
+$9.29M
4
RTX icon
RTX Corp
RTX
+$8.9M
5
CVS icon
CVS Health
CVS
+$5.61M

Top Sells

1
+$10.7M
2
+$8.92M
3
+$8.46M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M

Sector Composition

1 Technology 6.68%
2 Financials 3.51%
3 Healthcare 3.11%
4 Consumer Discretionary 2.99%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$376M 15.73%
1,817,972
+106,518
2
$200M 8.39%
2,852,052
-19,451
3
$126M 5.26%
1,102,942
-17,469
4
$116M 4.86%
1,858,544
+46,608
5
$73.9M 3.09%
1,564,936
+24,498
6
$72.6M 3.04%
1,411,962
+70,331
7
$71.2M 2.98%
4,448,910
-342,204
8
$53.7M 2.25%
439,440
+23,771
9
$53.3M 2.23%
+1,017,271
10
$46M 1.93%
1,706,810
-42,924
11
$41.3M 1.73%
186,704
-5,828
12
$40.4M 1.69%
348,419
+17,030
13
$39.8M 1.66%
792,178
+93,094
14
$38.5M 1.61%
163,479
+11,931
15
$37M 1.55%
706,161
-102,831
16
$34.7M 1.45%
364,973
+97,645
17
$26.4M 1.1%
912,032
-154,009
18
$25.8M 1.08%
181,885
-509
19
$24.7M 1.03%
96,620
+6,067
20
$23.7M 0.99%
840,048
+39,578
21
$22.2M 0.93%
143,340
+11,320
22
$19.6M 0.82%
61,350
-1,794
23
$18M 0.75%
685,649
+155,523
24
$16.7M 0.7%
76,435
-1,300
25
$14.7M 0.62%
590,304
-137,552
1
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