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
$984M
AUM Growth
-$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$582K
3
+$299K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
ABNB icon
Airbnb
ABNB
+$223K

Top Sells

1
+$240M
2
+$121M
3
+$96.1M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$83M
5
AAPL icon
Apple
AAPL
+$46.2M

Sector Composition

1 Technology 6.96%
2 Financials 3.73%
3 Consumer Discretionary 2.65%
4 Healthcare 2.3%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-20,909
377
– –
-6,000
378
– –
-1,407
379
– –
-4,555
380
– –
-2,849
381
– –
-15,318
382
– –
-4,454
383
– –
-4,387
384
– –
-25,054
385
– –
-391
386
– –
-16,277
387
– –
-34,856
388
– –
-10,722
389
– –
-2,108
390
– –
-6,452
391
– –
-9,362
392
– –
-9,364
393
– –
-7,363
394
– –
-14,398
395
– –
-23,448
396
– –
-1,509
397
– –
-2,310
398
– –
-2,825
399
– –
-2,174
400
– –
-6,810
14 15
16
17 18