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
$309M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$10.2M
4
INTU icon
Intuit
INTU
+$8.04M
5
INTC icon
Intel
INTC
+$5.08M

Top Sells

1
+$5.64M
2
+$4.99M
3
+$4.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M

Sector Composition

1 Technology 16.5%
2 Industrials 7.35%
3 Financials 6.34%
4 Consumer Discretionary 5.09%
5 Healthcare 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.43%
10,161
-3,123
52
$1.15M 0.37%
7,919
+2,047
53
$1.09M 0.35%
36,932
+4,899
54
$1.08M 0.35%
10,285
+1
55
$1.07M 0.35%
9,833
-436
56
$1.07M 0.34%
8,974
+2,490
57
$1.06M 0.34%
18,639
+2,568
58
$1.06M 0.34%
10,335
-247
59
$968K 0.31%
34,188
-4,298
60
$949K 0.31%
15,902
+544
61
$947K 0.31%
19,091
-2,445
62
$899K 0.29%
20,823
-3,638
63
$897K 0.29%
14,118
+2,562
64
$896K 0.29%
35,288
-288
65
$885K 0.29%
9,841
-1,856
66
$883K 0.29%
5,892
+172
67
$872K 0.28%
22,343
+2,967
68
$863K 0.28%
9,090
69
$860K 0.28%
16,812
+2,124
70
$845K 0.27%
10,578
+1
71
$844K 0.27%
16,715
+1,719
72
$810K 0.26%
7,289
-163
73
$795K 0.26%
22,987
-5,208
74
$793K 0.26%
32,191
-962
75
$788K 0.25%
28,015
+4,737
1 2
3
4 5