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
76
$1.86M 0.24%
38,828
+9,152
77
$1.84M 0.23%
53,830
-1,585
78
$1.8M 0.23%
14,430
-445
79
$1.76M 0.22%
16,302
-1,860
80
$1.69M 0.21%
53,814
+1,213
81
$1.64M 0.21%
+53,184
82
$1.62M 0.21%
12,386
-177
83
$1.61M 0.2%
9,656
-19,934
84
$1.57M 0.2%
99,375
+54,078
85
$1.52M 0.19%
56,766
-6,202
86
$1.5M 0.19%
35,415
+31
87
$1.48M 0.19%
55,875
+17,806
88
$1.47M 0.19%
28,709
+2,016
89
$1.43M 0.18%
57,190
+8,515
90
$1.39M 0.18%
22,264
-160
91
$1.36M 0.17%
27,082
-1,254
92
$1.33M 0.17%
10,058
+11
93
$1.27M 0.16%
8,940
-160
94
$1.26M 0.16%
11,118
+53
95
$1.24M 0.16%
23,545
-9,400
96
$1.22M 0.15%
44,720
-32,370
97
$1.17M 0.15%
7,289
98
$1.09M 0.14%
13,408
-1,424
99
$1.08M 0.14%
17,811
-5,552
100
$1.04M 0.13%
11,873
-43,969
2 3
4
5 6