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
$786M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$8.86M
3
+$8.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.54M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.03M

Top Sells

1
+$5.79M
2
+$4.71M
3
+$4.12M
4
JPM icon
JPMorgan Chase
JPM
+$3.86M
5
IBM icon
IBM
IBM
+$3.32M

Sector Composition

1 Technology 8.31%
2 Financials 5.18%
3 Consumer Discretionary 4.26%
4 Industrials 3.28%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.65M 0.85%
59,434
-16,603
27
$6.42M 0.82%
188,812
+4,481
28
$5.99M 0.76%
125,407
+11,061
29
$5.9M 0.75%
394,826
+303,686
30
$5.44M 0.69%
80,084
+7,562
31
$4.74M 0.6%
40,180
+1,255
32
$4.6M 0.59%
136,066
+9,071
33
$4.49M 0.57%
124,579
-3,102
34
$4.38M 0.56%
278,080
+73,772
35
$4.32M 0.55%
260,808
+87,774
36
$4.25M 0.54%
360,000
37
$4.05M 0.51%
168,435
+17,496
38
$4.04M 0.51%
90,598
+7,883
39
$4.03M 0.51%
94,059
+7,121
40
$4M 0.51%
43,323
+5,042
41
$3.82M 0.49%
27,769
+20,369
42
$3.8M 0.48%
141,894
+42,338
43
$3.74M 0.48%
44,668
+2,852
44
$3.73M 0.48%
+81,196
45
$3.72M 0.47%
62,127
+57,429
46
$3.71M 0.47%
15,618
-1,037
47
$3.66M 0.47%
+29,025
48
$3.65M 0.46%
100,816
+9,222
49
$3.61M 0.46%
30,392
+2,261
50
$3.55M 0.45%
60,231
+33,802
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