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
$1.9B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.06M
3
+$5.45M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.53M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.32M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.95M
4
CRM icon
Salesforce
CRM
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.52M

Sector Composition

1 Technology 6.97%
2 Healthcare 3.58%
3 Consumer Discretionary 2.96%
4 Financials 2.93%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$349K 0.02%
7,223
+555
277
$344K 0.02%
3,830
+170
278
$342K 0.02%
1,545
+31
279
$340K 0.02%
1,758
-44
280
$337K 0.02%
3,372
+15
281
$334K 0.02%
9,180
-40
282
$331K 0.02%
306
+5
283
$329K 0.02%
8,642
-2,563
284
$322K 0.02%
+16,168
285
$321K 0.02%
4,062
-252
286
$317K 0.02%
1,483
-192
287
$314K 0.02%
8,620
-92
288
$314K 0.02%
870
+2
289
$312K 0.02%
+3,610
290
$310K 0.02%
5,020
-204
291
$309K 0.02%
2,245
-553
292
$309K 0.02%
40,400
-8,750
293
$305K 0.02%
2,134
+96
294
$304K 0.02%
5,680
295
$304K 0.02%
8,467
+220
296
$301K 0.02%
6,773
+61
297
$300K 0.02%
2,168
-264
298
$297K 0.02%
5,710
+617
299
$292K 0.02%
1,395
-238
300
$292K 0.02%
2,394
-223
10 11
12
13 14