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
$786M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$8.86M
3
+$8.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.54M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.03M

Top Sells

1
+$5.79M
2
+$4.71M
3
+$4.12M
4
JPM icon
JPMorgan Chase
JPM
+$3.86M
5
IBM icon
IBM
IBM
+$3.32M

Sector Composition

1 Technology 8.31%
2 Financials 5.18%
3 Consumer Discretionary 4.26%
4 Industrials 3.28%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.03%
12,987
-2,334
227
$251K 0.03%
8,515
-753
228
$247K 0.03%
+6,276
229
$243K 0.03%
4,909
230
$243K 0.03%
1,300
-54
231
$242K 0.03%
4,682
-1,494
232
$242K 0.03%
3,552
233
$241K 0.03%
3,266
-30
234
$239K 0.03%
4,045
-100
235
$238K 0.03%
7,680
-1,575
236
$237K 0.03%
3,456
-1,345
237
$237K 0.03%
7,740
-1,380
238
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1,347
-300
239
$231K 0.03%
1,050
+100
240
$231K 0.03%
9,897
-1,650
241
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+5,201
242
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+4,754
243
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4,059
-41
244
$224K 0.03%
+1,302
245
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246
$218K 0.03%
4,198
+50
247
$216K 0.03%
+3,963
248
$213K 0.03%
25,000
+5,000
249
$213K 0.03%
1,802
250
$213K 0.03%
+3,562
8 9
10
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