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
326
$249K 0.02%
+4,080
327
$247K 0.02%
2,327
+1
328
$246K 0.02%
+6,696
329
$244K 0.02%
824
+26
330
$244K 0.02%
2,874
+18
331
$243K 0.02%
2,438
+11
332
$243K 0.02%
14,093
-5,060
333
$240K 0.02%
+4,261
334
$239K 0.02%
5,680
-355
335
$238K 0.02%
+3,895
336
$236K 0.02%
5,227
337
$235K 0.01%
1,483
-933
338
$235K 0.01%
+2,510
339
$235K 0.01%
3,918
340
$232K 0.01%
1,697
-630
341
$231K 0.01%
7,097
+39
342
$231K 0.01%
41,374
+3,518
343
$230K 0.01%
4,150
344
$229K 0.01%
3,418
+14
345
$225K 0.01%
2,424
+127
346
$225K 0.01%
+806
347
$223K 0.01%
1,446
348
$221K 0.01%
+2,149
349
$218K 0.01%
+3,008
350
$216K 0.01%
+2,831
12 13
14
15 16