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
301
$293K 0.02%
37,291
-2,026
302
$292K 0.02%
4,086
+55
303
$292K 0.02%
1,229
+51
304
$289K 0.02%
2,604
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305
$284K 0.02%
19,107
-8,415
306
$283K 0.02%
5,647
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307
$282K 0.02%
12,256
-2,816
308
$279K 0.02%
+9,436
309
$279K 0.02%
2,347
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310
$274K 0.02%
14,181
-5,282
311
$274K 0.02%
7,597
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312
$273K 0.02%
5,850
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313
$271K 0.02%
2,406
-122
314
$270K 0.02%
1,831
315
$270K 0.02%
+987
316
$268K 0.02%
1,715
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317
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318
$259K 0.02%
3,308
319
$259K 0.02%
1,823
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320
$258K 0.02%
8,797
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321
$257K 0.02%
4,667
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322
$255K 0.02%
5,068
-306
323
$253K 0.02%
3,212
324
$253K 0.02%
1,866
+60
325
$252K 0.02%
3,731
+447
11 12
13
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