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
$1.9B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.06M
3
+$5.45M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.53M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.32M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.95M
4
CRM icon
Salesforce
CRM
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.52M

Sector Composition

1 Technology 6.97%
2 Healthcare 3.58%
3 Consumer Discretionary 2.96%
4 Financials 2.93%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.32M 0.12%
22,730
-341
102
$2.26M 0.12%
35,825
+7,861
103
$2.25M 0.12%
38,088
+3,857
104
$2.24M 0.12%
26,024
-872
105
$2.16M 0.11%
40,007
+4,438
106
$2.12M 0.11%
24,067
+641
107
$2.12M 0.11%
134,449
+11,431
108
$1.99M 0.1%
27,601
+13,935
109
$1.96M 0.1%
8,673
-287
110
$1.85M 0.1%
76,772
+15,587
111
$1.82M 0.1%
130,433
+19,949
112
$1.82M 0.1%
9,218
-235
113
$1.8M 0.09%
4,696
-258
114
$1.78M 0.09%
122,663
+19,370
115
$1.73M 0.09%
44,916
-879
116
$1.72M 0.09%
9,761
-3,093
117
$1.71M 0.09%
109,997
+1,904
118
$1.68M 0.09%
46,267
+7,180
119
$1.67M 0.09%
123,200
+14,240
120
$1.64M 0.09%
9,910
-223
121
$1.64M 0.09%
15,055
-822
122
$1.63M 0.09%
178,148
+138
123
$1.58M 0.08%
7,217
-177
124
$1.57M 0.08%
94,165
+55,977
125
$1.56M 0.08%
3,274
-20
3 4
5
6 7