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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.5M
3
+$7.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.83M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$4.75M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$893K
4
XOM icon
Exxon Mobil
XOM
+$794K
5
PFE icon
Pfizer
PFE
+$740K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.12%
39,456
+4,960
102
$1.87M 0.12%
28,749
-3,387
103
$1.84M 0.12%
17,660
+1,678
104
$1.84M 0.12%
15,684
-3,973
105
$1.79M 0.11%
192,475
+3,011
106
$1.78M 0.11%
21,239
+592
107
$1.75M 0.11%
22,411
+31
108
$1.7M 0.11%
61,669
+7,947
109
$1.69M 0.11%
20,128
+3,007
110
$1.58M 0.1%
94,028
-7,958
111
$1.57M 0.1%
84,117
+5,831
112
$1.56M 0.1%
23,851
+18,181
113
$1.53M 0.1%
+87,599
114
$1.51M 0.1%
7,357
-52
115
$1.51M 0.1%
3,873
+146
116
$1.45M 0.09%
50,107
-120
117
$1.45M 0.09%
32,687
+24,402
118
$1.44M 0.09%
32,286
-1,316
119
$1.39M 0.09%
12,548
+950
120
$1.36M 0.09%
+83,262
121
$1.34M 0.09%
21,563
-289
122
$1.33M 0.08%
7,306
+9
123
$1.31M 0.08%
29,742
+14,532
124
$1.31M 0.08%
51,828
+6,950
125
$1.23M 0.08%
13,112
-384
3 4
5
6 7