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
$1.9B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.06M
3
+$5.45M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.53M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.32M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.95M
4
CRM icon
Salesforce
CRM
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.52M

Sector Composition

1 Technology 6.97%
2 Healthcare 3.58%
3 Consumer Discretionary 2.96%
4 Financials 2.93%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 0.67%
257,795
-1,566
27
$12.7M 0.67%
743,172
-16,280
28
$12.5M 0.66%
384,514
-9,280
29
$12.4M 0.66%
164,760
-705
30
$11.9M 0.63%
425,852
+138,819
31
$10.5M 0.55%
31,355
+1,042
32
$10M 0.53%
61,927
+6,325
33
$8.5M 0.45%
267,776
-1,155
34
$8.32M 0.44%
33,107
-11,237
35
$8.32M 0.44%
24,752
+1,086
36
$8.23M 0.43%
571,600
+9,392
37
$8.14M 0.43%
105,734
-3,463
38
$7.74M 0.41%
26,314
-8,566
39
$7.57M 0.4%
435,087
-5,880
40
$7.52M 0.4%
162,524
+17,229
41
$7.18M 0.38%
74,634
+37,990
42
$7.15M 0.38%
54,095
+5,606
43
$6.95M 0.37%
259,853
-1,877
44
$6.91M 0.36%
24,878
+1,639
45
$6.81M 0.36%
38,642
+4,434
46
$6.58M 0.35%
161,370
+16,542
47
$6.57M 0.35%
13,549
-6,153
48
$6.54M 0.35%
120,526
+68,015
49
$6.5M 0.34%
88,460
+3,060
50
$6.45M 0.34%
36,400
+1,775
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