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
$984M
AUM Growth
-$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$582K
3
+$299K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
ABNB icon
Airbnb
ABNB
+$223K

Top Sells

1
+$240M
2
+$121M
3
+$96.1M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$83M
5
AAPL icon
Apple
AAPL
+$46.2M

Sector Composition

1 Technology 6.96%
2 Financials 3.73%
3 Consumer Discretionary 2.65%
4 Healthcare 2.3%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.75M 0.89%
89,425
-10,928
27
$8.11M 0.82%
49,400
-124,340
28
$7.73M 0.79%
272,670
-597,448
29
$6.07M 0.62%
14,095
-15,828
30
$6.02M 0.61%
16,812
-50,407
31
$5.6M 0.57%
34,121
-2,928
32
$5.42M 0.55%
130,484
-196,462
33
$5.39M 0.55%
40,440
-62,940
34
$4.93M 0.5%
196,888
-335,900
35
$4.92M 0.5%
265,920
-409,696
36
$4.68M 0.48%
41,180
-92,056
37
$4.66M 0.47%
58,368
-149,670
38
$4.35M 0.44%
83,703
-204,351
39
$4.11M 0.42%
15,143
-25,633
40
$4.03M 0.41%
24,594
-70,026
41
$4.01M 0.41%
178,518
-216,390
42
$3.96M 0.4%
9,236
-27,043
43
$3.75M 0.38%
11,035
-18,904
44
$3.73M 0.38%
5,988
-10,143
45
$3.72M 0.38%
80,106
-50,334
46
$3.66M 0.37%
66,793
-98,910
47
$3.52M 0.36%
10,717
-16,680
48
$3.33M 0.34%
109,420
-185,054
49
$3.33M 0.34%
125,403
-654,534
50
$3.26M 0.33%
13,473
-41,452
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