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
251
$213K 0.03%
2,752
252
$211K 0.03%
3,906
-2,499
253
$211K 0.03%
+6,707
254
$211K 0.03%
+5,048
255
$210K 0.03%
+4,635
256
$210K 0.03%
+1,539
257
$209K 0.03%
3,351
-201
258
$208K 0.03%
+1,361
259
$206K 0.03%
1,793
260
$206K 0.03%
+2,717
261
$205K 0.03%
+4,115
262
$205K 0.03%
4,868
-50
263
$200K 0.03%
+1,785
264
$200K 0.03%
+843
265
$196K 0.02%
33,713
266
$187K 0.02%
+3,623
267
$175K 0.02%
12,114
-604
268
$175K 0.02%
12,648
-2,513
269
$175K 0.02%
29,001
-328
270
$172K 0.02%
+100
271
$169K 0.02%
55,988
272
$121K 0.02%
+10,000
273
$115K 0.01%
6,034
-166
274
$106K 0.01%
13,614
275
$101K 0.01%
3,689
-721
9 10
11
12 13