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
51
$3.24M 0.33%
72,347
-80,530
52
$3.16M 0.32%
18,684
-42,081
53
$3M 0.3%
19,945
-26,188
54
$2.84M 0.29%
33,515
-60,817
55
$2.83M 0.29%
7,486
-15,229
56
$2.79M 0.28%
11,569
-22,537
57
$2.75M 0.28%
86,448
-20,482
58
$2.73M 0.28%
19,528
-26,715
59
$2.71M 0.27%
48,357
-104,733
60
$2.66M 0.27%
35,406
-41,577
61
$2.63M 0.27%
169,927
-239,661
62
$2.49M 0.25%
24,542
-82,411
63
$2.46M 0.25%
12,550
-24,237
64
$2.46M 0.25%
9,607
-13,686
65
$2.42M 0.25%
21,702
-42,072
66
$2.38M 0.24%
27,726
-72,210
67
$2.38M 0.24%
45,185
-59,390
68
$2.33M 0.24%
5,179
-10,967
69
$2.32M 0.24%
65,246
-10,813
70
$2.27M 0.23%
42,538
-175,346
71
$2.25M 0.23%
36,842
-39,493
72
$2.1M 0.21%
15,740
-37,840
73
$2.07M 0.21%
54,484
-99,068
74
$2.05M 0.21%
7,316
-668
75
$2.02M 0.21%
3,232
-3,726
1 2
3
4 5