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
326
$254K 0.01%
3,456
+12
327
$253K 0.01%
+4,819
328
$252K 0.01%
4,599
+77
329
$251K 0.01%
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330
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331
$249K 0.01%
4,043
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332
$247K 0.01%
1,704
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333
$246K 0.01%
8,007
-18,073
334
$244K 0.01%
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335
$242K 0.01%
5,150
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336
$241K 0.01%
+1,449
337
$241K 0.01%
13,640
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338
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+4,183
339
$239K 0.01%
4,061
-184
340
$239K 0.01%
+3,747
341
$237K 0.01%
8,220
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342
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343
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344
$235K 0.01%
4,343
-105
345
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346
$230K 0.01%
7,142
347
$230K 0.01%
+260
348
$229K 0.01%
5,123
+33
349
$226K 0.01%
3,634
-87
350
$223K 0.01%
18,701
-263
12 13
14
15 16