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
$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
– –
-4,596
259
– –
-5,325
260
– –
-3,751
261
– –
-2,500
262
– –
-143,025
263
– –
-5,035
264
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-1,870
265
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-3,536
266
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-12,557
267
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0
268
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-2,806
269
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-601
270
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-20,353
271
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-1,521
272
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-31,426
273
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-223
274
– –
-5,500
275
– –
-12,588
9 10
11
12 13