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
$309M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$10.2M
4
INTU icon
Intuit
INTU
+$8.04M
5
INTC icon
Intel
INTC
+$5.08M

Top Sells

1
+$5.64M
2
+$4.99M
3
+$4.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M

Sector Composition

1 Technology 16.5%
2 Industrials 7.35%
3 Financials 6.34%
4 Consumer Discretionary 5.09%
5 Healthcare 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 0.91%
122,771
+9,537
27
$2.72M 0.88%
66,426
+8,785
28
$2.63M 0.85%
275,384
+29,814
29
$2.56M 0.83%
43,271
+7,785
30
$2.56M 0.83%
23,916
+2,923
31
$2.52M 0.82%
30,743
+3,603
32
$2.37M 0.77%
+74,964
33
$2.34M 0.76%
38,681
+4,333
34
$2.25M 0.73%
40,777
+4,681
35
$2.1M 0.68%
+39,604
36
$2.06M 0.67%
13,509
+1,086
37
$2.03M 0.66%
24,746
+3,578
38
$2.02M 0.65%
113,631
-2,334
39
$2M 0.65%
+31,249
40
$1.88M 0.61%
65,330
+28,825
41
$1.84M 0.59%
8,934
-345
42
$1.74M 0.56%
133,888
-7,940
43
$1.65M 0.53%
12,369
+7,111
44
$1.62M 0.52%
59,826
-17,126
45
$1.6M 0.52%
19,482
+1,690
46
$1.53M 0.49%
34,094
-7,149
47
$1.51M 0.49%
18,020
+1,930
48
$1.45M 0.47%
13,419
+1,814
49
$1.41M 0.45%
239,686
+7,200
50
$1.33M 0.43%
21,204
+20
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