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
$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
276
$85K 0.01%
18,226
277
$80K 0.01%
22,595
278
$61K 0.01%
1,180
279
$48K 0.01%
12,238
280
$46K 0.01%
3,200
281
$35K ﹤0.01%
+11,000
282
$23K ﹤0.01%
12,500
283
$20K ﹤0.01%
879
284
$14K ﹤0.01%
13,575
-9,378
285
$12K ﹤0.01%
30,000
286
$9K ﹤0.01%
+12,000
287
$3K ﹤0.01%
667
288
– –
-23,235
289
– –
-165,323
290
– –
-13,405
291
– –
-12,164
292
– –
-9,045
293
– –
-11,268
294
– –
-23,703
295
– –
-33,997
296
– –
-7,115
297
– –
-8,135
298
– –
-62,106
299
– –
-5,206
300
– –
-206,912
9 10 11
12
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