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
301
$68K 0.01%
1,000
302
$28K ﹤0.01%
12,238
303
$26K ﹤0.01%
+13,068
304
$26K ﹤0.01%
2,131
305
$26K ﹤0.01%
3,200
306
$25K ﹤0.01%
329
+73
307
$22K ﹤0.01%
12,500
308
$19K ﹤0.01%
12,794
309
$10K ﹤0.01%
14,634
310
$7K ﹤0.01%
750
-129
311
– –
-35,902
312
– –
-2,824
313
– –
-3,556
314
– –
-179,294
315
– –
-1,993
316
– –
-10,986
317
– –
-2,936
318
– –
-14,906
319
– –
-100
320
– –
-5,772
321
– –
-8,494
322
– –
-11,000
323
– –
-13,472
324
– –
-3,051
325
– –
-261,446
10 11 12
13
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