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
$786M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$8.86M
3
+$8.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.54M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.03M

Top Sells

1
+$5.79M
2
+$4.71M
3
+$4.12M
4
JPM icon
JPMorgan Chase
JPM
+$3.86M
5
IBM icon
IBM
IBM
+$3.32M

Sector Composition

1 Technology 8.31%
2 Financials 5.18%
3 Consumer Discretionary 4.26%
4 Industrials 3.28%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.45%
52,855
+4,606
52
$3.48M 0.44%
400,800
53
$3.31M 0.42%
29,246
+16,188
54
$3.17M 0.4%
51,954
+2,561
55
$3.15M 0.4%
76,087
+6,965
56
$3.09M 0.39%
11,311
+1,157
57
$2.9M 0.37%
45,406
-31,682
58
$2.87M 0.37%
57,648
+18,634
59
$2.83M 0.36%
27,431
+8,561
60
$2.64M 0.34%
348,856
+311,128
61
$2.54M 0.32%
10,781
+366
62
$2.52M 0.32%
38,214
-1,409
63
$2.49M 0.32%
103,759
+49,157
64
$2.23M 0.28%
35,227
-2,276
65
$2.13M 0.27%
14,892
+1,602
66
$2.11M 0.27%
+15,124
67
$2.09M 0.27%
14,260
-182
68
$2.09M 0.27%
43,715
+10,480
69
$2.09M 0.27%
23,235
-3,265
70
$2.04M 0.26%
26,626
+11,355
71
$1.98M 0.25%
236,951
+6,104
72
$1.98M 0.25%
73,189
+8,785
73
$1.95M 0.25%
62,245
-13,877
74
$1.92M 0.24%
19,614
+1,369
75
$1.87M 0.24%
22,808
-759
1 2
3
4 5