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
101
$1.18M 0.13%
20,362
-1,669
102
$1.16M 0.12%
42,054
+33,515
103
$1.15M 0.12%
7,351
104
$1.14M 0.12%
25,952
-95,424
105
$1.1M 0.12%
5,964
+1,283
106
$1.08M 0.11%
31,288
-110
107
$1.04M 0.11%
5,305
-138
108
$1.04M 0.11%
6,299
-293
109
$1.03M 0.11%
13,009
-144
110
$1.01M 0.11%
11,528
111
$1.01M 0.11%
36,352
-891
112
$1M 0.11%
26,589
+1,039
113
$964K 0.1%
7,246
-189
114
$960K 0.1%
19,089
+820
115
$930K 0.1%
30,610
116
$905K 0.1%
6,836
+1,294
117
$871K 0.09%
10,309
118
$824K 0.09%
7,759
-7
119
$776K 0.08%
3,199
+12
120
$754K 0.08%
15,435
-914
121
$748K 0.08%
9,507
+165
122
$747K 0.08%
13,469
-1,494
123
$739K 0.08%
11,828
+853
124
$731K 0.08%
7,884
125
$721K 0.08%
6,422
-2
3 4
5
6 7