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
376
$60K ﹤0.01%
18,156
+1,928
377
$35K ﹤0.01%
+133
378
$33K ﹤0.01%
1,411
379
$29K ﹤0.01%
+13,177
380
$19K ﹤0.01%
+12,764
381
– –
-52,011
382
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-20,000
383
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384
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385
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386
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0
387
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388
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389
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390
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391
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392
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393
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394
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395
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396
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397
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-12,629
13 14 15
16
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