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
101
$1.02M 0.13%
31,505
-2,133
102
$998K 0.13%
20,477
+1,282
103
$986K 0.13%
33,880
-4,095
104
$970K 0.12%
32,210
+23,378
105
$958K 0.12%
23,100
-500
106
$932K 0.12%
10,577
-190
107
$932K 0.12%
9,012
+3
108
$926K 0.12%
5,645
-445
109
$921K 0.12%
63,017
-1,925
110
$865K 0.11%
20,400
-380
111
$865K 0.11%
17,848
+21
112
$861K 0.11%
17,148
+4,062
113
$826K 0.11%
29,902
-4,174
114
$822K 0.1%
14,773
-1,239
115
$816K 0.1%
7,602
-191
116
$806K 0.1%
34,154
-112
117
$802K 0.1%
13,729
-686
118
$782K 0.1%
7,285
+1,301
119
$758K 0.1%
3,673
-584
120
$685K 0.09%
36,213
121
$667K 0.08%
17,227
-7,452
122
$659K 0.08%
13,218
-371
123
$643K 0.08%
16,195
-1,241
124
$634K 0.08%
19,278
+785
125
$627K 0.08%
+7,986
3 4
5
6 7