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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.5M
3
+$7.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.83M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$4.75M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$893K
4
XOM icon
Exxon Mobil
XOM
+$794K
5
PFE icon
Pfizer
PFE
+$740K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$354K 0.02%
2,973
-100
277
$352K 0.02%
4,733
+662
278
$345K 0.02%
1,502
+62
279
$340K 0.02%
+8,685
280
$334K 0.02%
8,880
-569
281
$332K 0.02%
+1,548
282
$331K 0.02%
4,346
-808
283
$331K 0.02%
5,089
+35
284
$329K 0.02%
957
-142
285
$328K 0.02%
6,196
+153
286
$327K 0.02%
3,777
287
$326K 0.02%
921
+68
288
$323K 0.02%
3,492
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289
$321K 0.02%
3,502
+125
290
$317K 0.02%
2,378
-191
291
$317K 0.02%
3,824
-3,277
292
$314K 0.02%
+7,671
293
$312K 0.02%
3,669
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294
$310K 0.02%
3,624
-162
295
$308K 0.02%
5,272
-2,792
296
$305K 0.02%
5,122
+8
297
$303K 0.02%
4,805
298
$301K 0.02%
3,679
-239
299
$301K 0.02%
3,071
+110
300
$301K 0.02%
1,789
+119
10 11
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