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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.5M
3
+$7.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.83M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$4.75M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$893K
4
XOM icon
Exxon Mobil
XOM
+$794K
5
PFE icon
Pfizer
PFE
+$740K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.6M 0.48%
401,796
+12,632
27
$7.46M 0.47%
372,360
+16,398
28
$7.02M 0.45%
88,549
+8,109
29
$6.96M 0.44%
95,680
+10,519
30
$6.92M 0.44%
103,440
+2,020
31
$6.81M 0.43%
21,073
+151
32
$6.57M 0.42%
40,420
+1,835
33
$6.57M 0.42%
253,296
+36,621
34
$6.51M 0.41%
30,691
+172
35
$6.42M 0.41%
19,941
+268
36
$6.15M 0.39%
201,822
+6,259
37
$6.05M 0.38%
134,604
-4,102
38
$6.04M 0.38%
220,759
+12,851
39
$5.85M 0.37%
51,527
+85
40
$5.77M 0.37%
94,172
+352
41
$5.64M 0.36%
45,309
+700
42
$5.6M 0.36%
87,308
+53,511
43
$5.35M 0.34%
32,317
+905
44
$5.31M 0.34%
84,391
+1,005
45
$5.3M 0.34%
37,088
+122
46
$5.18M 0.33%
446,112
+19,632
47
$5.17M 0.33%
18,296
+1,087
48
$4.87M 0.31%
37,987
-5,018
49
$4.83M 0.31%
+22,705
50
$4.63M 0.29%
31,865
+622
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