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
276
$225K 0.02%
+10,790
277
$224K 0.02%
727
-12
278
$223K 0.02%
2,261
+10
279
$220K 0.02%
+10,337
280
$220K 0.02%
4,150
-37
281
$219K 0.02%
+920
282
$216K 0.02%
4,150
283
$216K 0.02%
+3,414
284
$209K 0.02%
2,184
-106
285
$207K 0.02%
3,749
-14
286
$203K 0.02%
3,012
287
$203K 0.02%
+4,175
288
$201K 0.02%
+2,899
289
$182K 0.02%
11,500
290
$172K 0.02%
4,177
-1,588
291
$163K 0.02%
10,190
292
$155K 0.02%
12,114
293
$148K 0.02%
28,529
-932
294
$146K 0.02%
10,018
295
$109K 0.01%
13,629
296
$102K 0.01%
10,000
297
$89K 0.01%
2,565
298
$88K 0.01%
49,035
-6,953
299
$81K 0.01%
22,595
300
$79K 0.01%
1,600
10 11
12
13 14