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
101
$439K 0.14%
5,741
-892
102
$438K 0.14%
6,858
+1,203
103
$430K 0.14%
31,833
+2,000
104
$423K 0.14%
2,395
+15
105
$423K 0.14%
+31,273
106
$415K 0.13%
3,721
+134
107
$414K 0.13%
9,845
108
$404K 0.13%
+42,300
109
$402K 0.13%
4,016
+1,505
110
$394K 0.13%
6,248
+1,591
111
$394K 0.13%
3,559
-137
112
$392K 0.13%
3,843
113
$392K 0.13%
18,215
-3,105
114
$387K 0.13%
+7,062
115
$380K 0.12%
9,352
+911
116
$375K 0.12%
+3,611
117
$373K 0.12%
12,402
+255
118
$373K 0.12%
2,971
+750
119
$369K 0.12%
4,511
-137
120
$360K 0.12%
2,857
+786
121
$358K 0.12%
2,841
122
$354K 0.11%
11,972
+800
123
$352K 0.11%
5,194
+969
124
$348K 0.11%
+20,058
125
$348K 0.11%
4,634
-201
3 4
5
6 7