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
$1.9B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.06M
3
+$5.45M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.53M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.32M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.95M
4
CRM icon
Salesforce
CRM
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.52M

Sector Composition

1 Technology 6.97%
2 Healthcare 3.58%
3 Consumer Discretionary 2.96%
4 Financials 2.93%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$416K 0.02%
2,668
-294
252
$409K 0.02%
1,207
+10
253
$406K 0.02%
1,401
-1
254
$401K 0.02%
712
-27
255
$401K 0.02%
3,835
+775
256
$399K 0.02%
5,324
-92
257
$391K 0.02%
12,790
+1,593
258
$388K 0.02%
1,443
+2
259
$384K 0.02%
6,575
-651
260
$383K 0.02%
+814
261
$383K 0.02%
8,884
-1,007
262
$382K 0.02%
4,038
-443
263
$380K 0.02%
22,492
-1,276
264
$377K 0.02%
2,437
265
$367K 0.02%
5,771
266
$366K 0.02%
4,697
+22
267
$365K 0.02%
18,288
-14,600
268
$364K 0.02%
2,146
+65
269
$361K 0.02%
9,225
-20,276
270
$356K 0.02%
6,299
271
$356K 0.02%
2,812
+440
272
$355K 0.02%
21,725
273
$355K 0.02%
+6,414
274
$355K 0.02%
1,126
+277
275
$350K 0.02%
7,995
-59
9 10
11
12 13