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
$939M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$7.62M
3
+$4.81M
4
BLK icon
Blackrock
BLK
+$3.77M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.13M

Top Sells

1
+$19.4M
2
+$11.8M
3
+$11.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.3M
5
IBKR icon
Interactive Brokers
IBKR
+$6.14M

Sector Composition

1 Technology 5.59%
2 Financials 5.14%
3 Healthcare 3.13%
4 Consumer Discretionary 2.58%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.95M 0.63%
51,949
+542
27
$5.75M 0.61%
201,282
+5,931
28
$5.73M 0.61%
346,580
-11,420
29
$5.66M 0.6%
34,567
+4,063
30
$5.57M 0.59%
154,532
+56,566
31
$5.33M 0.57%
28,748
+1,399
32
$5.21M 0.55%
38,163
+1,440
33
$5.19M 0.55%
84,254
+40,814
34
$5.13M 0.55%
119,263
+1,414
35
$5.13M 0.55%
201,046
+5,722
36
$5.09M 0.54%
191,342
-652
37
$4.96M 0.53%
279,984
+267
38
$4.84M 0.52%
57,814
-7
39
$4.81M 0.51%
+31,193
40
$4.71M 0.5%
96,350
+478
41
$4.66M 0.5%
17,055
-31
42
$4.29M 0.46%
27,229
+2,914
43
$4.28M 0.46%
64,580
+2,124
44
$4.18M 0.45%
35,247
+7,141
45
$4.17M 0.44%
91,778
+3,648
46
$4.16M 0.44%
72,568
+1,653
47
$4.13M 0.44%
224,624
+7,672
48
$4.13M 0.44%
41,116
+1,983
49
$3.84M 0.41%
14,144
-201
50
$3.77M 0.4%
+7,559
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