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
51
$6.02M 0.32%
453,234
+61,476
52
$5.96M 0.31%
102,241
+11,101
53
$5.51M 0.29%
281,174
+38,981
54
$5.24M 0.28%
58,384
+7,298
55
$5.23M 0.28%
112,191
+3,090
56
$4.73M 0.25%
35,105
-464
57
$4.4M 0.23%
73,930
+19,173
58
$4.27M 0.23%
289,752
+59,281
59
$4.18M 0.22%
29,241
+11,166
60
$4.17M 0.22%
80,199
+3,039
61
$4.13M 0.22%
191,734
+12,509
62
$4.08M 0.22%
29,383
+462
63
$4.02M 0.21%
110,121
+103,365
64
$3.95M 0.21%
76,277
+4,079
65
$3.88M 0.2%
49,006
+10,135
66
$3.77M 0.2%
108,414
+11,938
67
$3.72M 0.2%
26,846
-175
68
$3.71M 0.2%
22,560
-305
69
$3.69M 0.19%
66,573
+57,867
70
$3.63M 0.19%
92,084
+36,241
71
$3.57M 0.19%
19,069
+292
72
$3.54M 0.19%
40,432
+1,851
73
$3.47M 0.18%
23,280
+2,484
74
$3.45M 0.18%
+24,018
75
$3.44M 0.18%
17,093
+15,443
1 2
3
4 5