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
76
$1.98M 0.2%
7,671
-16,056
77
$1.93M 0.2%
28,123
-105,135
78
$1.81M 0.18%
6,458
-20,923
79
$1.76M 0.18%
32,355
-99,520
80
$1.75M 0.18%
25,508
-51,186
81
$1.74M 0.18%
33,072
-63,327
82
$1.65M 0.17%
11,091
-21,337
83
$1.63M 0.17%
21,862
-79,974
84
$1.56M 0.16%
14,475
-42,152
85
$1.43M 0.15%
44,079
+38,127
86
$1.43M 0.15%
16,722
-10,334
87
$1.43M 0.14%
6,700
-4,149
88
$1.41M 0.14%
8,741
-21,362
89
$1.39M 0.14%
27,651
-125,092
90
$1.36M 0.14%
78,312
-396,936
91
$1.36M 0.14%
11,296
+4,847
92
$1.26M 0.13%
12,355
-12,626
93
$1.26M 0.13%
49,154
-27,828
94
$1.25M 0.13%
83,387
-340,902
95
$1.24M 0.13%
9,621
-5,286
96
$1.16M 0.12%
27,397
-23,326
97
$1.14M 0.12%
8,580
-28,274
98
$1.11M 0.11%
21,581
-25,807
99
$1.09M 0.11%
6,008
-28,965
100
$1.08M 0.11%
11,458
-92,790
2 3
4
5 6