SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
376
$92K ﹤0.01%
+11,148
377
$90K ﹤0.01%
32,977
-3,763
378
$90K ﹤0.01%
30,015
-4,463
379
$84K ﹤0.01%
37,316
-6,660
380
$65K ﹤0.01%
1,207
-188
381
$60K ﹤0.01%
10,797
+615
382
$56K ﹤0.01%
+22,051
383
$47K ﹤0.01%
+10,227
384
$39K ﹤0.01%
10,093
-143
385
$32K ﹤0.01%
+1,000
386
$28K ﹤0.01%
3,424
387
$19K ﹤0.01%
+24,000
388
$2K ﹤0.01%
208
389
$2K ﹤0.01%
+15,000
390
– –
-815
391
– –
-11,276
392
– –
-42,907
393
– –
-11,528
394
– –
-10,029
395
– –
-5,119
396
– –
-2,958
397
– –
-16,944
398
– –
-5,908
399
– –
-3,943
400
– –
-6,087
13 14 15
16
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