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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$37.6M
3
+$32.7M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$27M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$14.1M

Top Sells

1
+$63.8M
2
+$55.8M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17M
5
CNC icon
Centene
CNC
+$7.8M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$388M 14.16%
1,741,453
-76,519
2
$217M 7.91%
2,958,315
+106,263
3
$140M 5.1%
2,001,690
+143,146
4
$134M 4.9%
1,164,285
+61,343
5
$73.1M 2.67%
+2,197,987
6
$72.6M 2.65%
4,189,890
-259,020
7
$70.5M 2.57%
514,960
+75,520
8
$66.2M 2.42%
1,192,957
+486,796
9
$61.1M 2.23%
1,146,018
+128,747
10
$51M 1.86%
503,915
+138,942
11
$48.8M 1.78%
1,785,736
+78,926
12
$48.3M 1.76%
178,302
+14,823
13
$48.1M 1.76%
410,463
+62,044
14
$46.8M 1.71%
204,048
+17,344
15
$37.6M 1.37%
+741,526
16
$32.7M 1.19%
+328,475
17
$29.9M 1.09%
173,740
+30,400
18
$28.7M 1.05%
950,759
+38,727
19
$28.7M 1.05%
103,133
+6,513
20
$27.5M 1%
182,584
+699
21
$24.7M 0.9%
870,118
+30,070
22
$23.8M 0.87%
67,219
+5,869
23
$20.7M 0.76%
779,937
+94,288
24
$18.7M 0.68%
76,173
-262
25
$17.9M 0.65%
342,906
-1,069,056
1
2 3 4 5