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
76
$3.43M 0.18%
68,037
+2,385
77
$3.31M 0.17%
+34,552
78
$3.2M 0.17%
28,969
+1,469
79
$3.18M 0.17%
85,920
+845
80
$3.16M 0.17%
12,065
-296
81
$3.14M 0.17%
15,403
+6,287
82
$3.11M 0.16%
62,340
+15,942
83
$3.11M 0.16%
13,392
-570
84
$3.1M 0.16%
147,259
+67,480
85
$3.07M 0.16%
41,900
+960
86
$2.86M 0.15%
49,448
+5,784
87
$2.77M 0.15%
13,838
+3,287
88
$2.65M 0.14%
21,349
-1,244
89
$2.65M 0.14%
21,572
+2,889
90
$2.56M 0.14%
21,702
-471
91
$2.52M 0.13%
8,188
+2,115
92
$2.49M 0.13%
30,846
-3,828
93
$2.48M 0.13%
134,274
-1,209
94
$2.48M 0.13%
9,742
+62
95
$2.47M 0.13%
47,566
+11,142
96
$2.46M 0.13%
86,316
-13,567
97
$2.45M 0.13%
46,482
+20,307
98
$2.42M 0.13%
14,529
+301
99
$2.38M 0.13%
7,044
-158
100
$2.33M 0.12%
20,072
+428
2 3
4
5 6