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
351
$221K 0.01%
3,450
352
$221K 0.01%
670
-1
353
$221K 0.01%
+7,185
354
$218K 0.01%
2,703
355
$218K 0.01%
+7,700
356
$216K 0.01%
2,296
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357
$216K 0.01%
+3,558
358
$215K 0.01%
+1,932
359
$213K 0.01%
+6,138
360
$212K 0.01%
1,697
-106
361
$210K 0.01%
3,475
-300
362
$210K 0.01%
+4,050
363
$209K 0.01%
+1,931
364
$207K 0.01%
617
365
$206K 0.01%
+685
366
$201K 0.01%
+8,900
367
$200K 0.01%
58
-263
368
$198K 0.01%
+12,675
369
$196K 0.01%
1,566
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370
$156K 0.01%
+17,088
371
$146K 0.01%
12,500
372
$138K 0.01%
37,752
-708
373
$135K 0.01%
32,918
+328
374
$132K 0.01%
37,241
-50
375
$100K 0.01%
44,584
-1,249
13 14
15
16 17