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
76
$776K 0.25%
6,799
+923
77
$761K 0.25%
15,732
+5,986
78
$719K 0.23%
24,828
-6,244
79
$701K 0.23%
4,945
+284
80
$659K 0.21%
20,561
+2,000
81
$654K 0.21%
7,739
+303
82
$653K 0.21%
11,604
+126
83
$645K 0.21%
17,320
-1,580
84
$640K 0.21%
22,123
+2,293
85
$632K 0.2%
+5,777
86
$619K 0.2%
7,881
-7,961
87
$618K 0.2%
+14,842
88
$611K 0.2%
23,312
-2,265
89
$610K 0.2%
6,391
+593
90
$596K 0.19%
11,018
+3,089
91
$589K 0.19%
23,784
-887
92
$578K 0.19%
13,230
+44
93
$572K 0.18%
5,736
-3,722
94
$567K 0.18%
4,912
-36,719
95
$553K 0.18%
13,737
-323
96
$523K 0.17%
28,793
97
$507K 0.16%
10,939
+3,170
98
$475K 0.15%
4,779
+1,442
99
$457K 0.15%
15,400
-140
100
$442K 0.14%
5,102
+783
2 3
4
5 6