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
76
$1.92M 0.2%
11,179
+983
77
$1.85M 0.2%
37,237
-93,476
78
$1.83M 0.19%
44,920
-488
79
$1.81M 0.19%
191,320
-188,832
80
$1.76M 0.19%
33,314
-754
81
$1.75M 0.19%
36,472
-1,321
82
$1.73M 0.18%
70,316
-4,415
83
$1.7M 0.18%
16,320
-105
84
$1.66M 0.18%
12,243
+3
85
$1.62M 0.17%
54,992
86
$1.61M 0.17%
4,810
+8
87
$1.53M 0.16%
63,033
+3,792
88
$1.49M 0.16%
34,715
-804
89
$1.46M 0.16%
23,231
-841
90
$1.44M 0.15%
33,473
-540
91
$1.39M 0.15%
16,699
-277
92
$1.38M 0.15%
24,380
+320
93
$1.34M 0.14%
10,014
+1,295
94
$1.31M 0.14%
23,580
-2,040
95
$1.26M 0.13%
12,008
+165
96
$1.22M 0.13%
9,683
+837
97
$1.21M 0.13%
42,756
+780
98
$1.2M 0.13%
49,338
-716
99
$1.19M 0.13%
28,305
+2,618
100
$1.19M 0.13%
22,885
+213
2 3
4
5 6