SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$984M
AUM Growth
-$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$582K
3
+$299K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
ABNB icon
Airbnb
ABNB
+$223K

Top Sells

1
+$240M
2
+$121M
3
+$96.1M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$83M
5
AAPL icon
Apple
AAPL
+$46.2M

Sector Composition

1 Technology 6.96%
2 Financials 3.73%
3 Consumer Discretionary 2.65%
4 Healthcare 2.3%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$98K 0.01%
24,899
-3,624
252
$66K 0.01%
23,992
-13,320
253
$61K 0.01%
1,005
-195
254
$53K 0.01%
10,000
255
$52K 0.01%
20,000
256
$36K ﹤0.01%
12,755
-9,815
257
$8K ﹤0.01%
15,000
258
– –
-9,131
259
– –
-26,315
260
– –
-2,804
261
– –
-25,195
262
– –
-2,523
263
– –
-3,899
264
– –
-5,506
265
– –
0
266
– –
-2,176
267
– –
-21,800
268
– –
-4,096
269
– –
-16,185
270
– –
-534
271
– –
-3,856
272
– –
-251
273
– –
-92,460
274
– –
-5,876
275
– –
-4,305
9 10
11
12 13