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
251
$262K 0.03%
7,341
+58
252
$260K 0.03%
1,645
253
$258K 0.03%
3,177
+77
254
$258K 0.03%
36,828
-330
255
$256K 0.03%
4,909
-25
256
$254K 0.03%
5,368
-722
257
$253K 0.03%
4,768
258
$253K 0.03%
5,721
+1,100
259
$249K 0.03%
1,560
260
$248K 0.03%
1,861
-715
261
$247K 0.03%
1,766
+4
262
$245K 0.03%
1,855
+53
263
$243K 0.03%
1,988
+23
264
$242K 0.03%
2,144
+280
265
$242K 0.03%
7,980
-316
266
$241K 0.03%
3,653
+336
267
$241K 0.03%
4,788
268
$239K 0.03%
+8,399
269
$238K 0.03%
2,729
+3
270
$236K 0.03%
10,164
+99
271
$235K 0.03%
3,449
+20
272
$229K 0.02%
1,831
273
$229K 0.02%
1,582
274
$227K 0.02%
+1,605
275
$226K 0.02%
6,475
-310
9 10
11
12 13