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
$939M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$7.62M
3
+$4.81M
4
BLK icon
Blackrock
BLK
+$3.77M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.13M

Top Sells

1
+$19.4M
2
+$11.8M
3
+$11.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.3M
5
IBKR icon
Interactive Brokers
IBKR
+$6.14M

Sector Composition

1 Technology 5.59%
2 Financials 5.14%
3 Healthcare 3.13%
4 Consumer Discretionary 2.58%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.37%
30,140
+215
52
$3.34M 0.36%
28,477
+2,735
53
$3.27M 0.35%
124,974
+7,310
54
$3.14M 0.33%
60,597
+1,238
55
$3.03M 0.32%
62,595
+4,004
56
$2.97M 0.32%
15,291
-624
57
$2.93M 0.31%
26,940
-537
58
$2.85M 0.3%
14,588
-924
59
$2.77M 0.29%
33,448
-6,611
60
$2.76M 0.29%
38,860
-1,738
61
$2.72M 0.29%
247,612
+1,437
62
$2.72M 0.29%
80,850
+1,426
63
$2.65M 0.28%
14,466
+622
64
$2.63M 0.28%
37,465
+1,729
65
$2.58M 0.28%
26,381
+21,584
66
$2.54M 0.27%
37,943
-795
67
$2.44M 0.26%
47,442
-17,748
68
$2.36M 0.25%
27,761
+2,400
69
$2.35M 0.25%
21,900
+6,414
70
$2.32M 0.25%
59,525
-300
71
$2.19M 0.23%
87,874
+27,472
72
$2.12M 0.23%
17,439
-245
73
$2.04M 0.22%
111,723
-1,674
74
$2.04M 0.22%
24,020
+2,260
75
$1.96M 0.21%
25,110
+532
1 2
3
4 5