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
$939M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$7.62M
3
+$4.81M
4
BLK icon
Blackrock
BLK
+$3.77M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.13M

Top Sells

1
+$19.4M
2
+$11.8M
3
+$11.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.3M
5
IBKR icon
Interactive Brokers
IBKR
+$6.14M

Sector Composition

1 Technology 5.59%
2 Financials 5.14%
3 Healthcare 3.13%
4 Consumer Discretionary 2.58%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$305K 0.03%
7,220
+1,500
227
$302K 0.03%
+8,275
228
$301K 0.03%
15,429
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229
$300K 0.03%
4,746
-4,000
230
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3,656
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231
$294K 0.03%
2,166
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232
$294K 0.03%
4,259
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233
$293K 0.03%
3,582
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234
$292K 0.03%
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235
$291K 0.03%
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236
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237
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+3,818
238
$289K 0.03%
+2,253
239
$287K 0.03%
25,961
-12,772
240
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+12,420
241
$283K 0.03%
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242
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243
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244
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6,248
245
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246
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2,010
+10
247
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1,798
-2
248
$267K 0.03%
1,384
-4
249
$263K 0.03%
5,272
250
$262K 0.03%
1,975
8 9
10
11 12