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
$984M
AUM Growth
-$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$582K
3
+$299K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
ABNB icon
Airbnb
ABNB
+$223K

Top Sells

1
+$240M
2
+$121M
3
+$96.1M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$83M
5
AAPL icon
Apple
AAPL
+$46.2M

Sector Composition

1 Technology 6.96%
2 Financials 3.73%
3 Consumer Discretionary 2.65%
4 Healthcare 2.3%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.11%
12,902
-19,944
102
$1.06M 0.11%
2,696
-5,465
103
$1.05M 0.11%
51,452
-211,917
104
$1.03M 0.1%
14,687
-48,847
105
$1.02M 0.1%
4,810
-19,193
106
$1M 0.1%
9,073
-17,301
107
$986K 0.1%
38,571
-84,321
108
$964K 0.1%
3,900
-20,656
109
$953K 0.1%
17,637
-89,827
110
$937K 0.1%
7,661
-1,414
111
$925K 0.09%
24,652
-77,121
112
$898K 0.09%
10,090
-9,646
113
$890K 0.09%
5,684
-14,249
114
$889K 0.09%
9,041
-126,876
115
$873K 0.09%
11,575
-19,786
116
$868K 0.09%
20,179
-143,329
117
$841K 0.09%
7,334
-14,514
118
$822K 0.08%
3,691
-12,017
119
$818K 0.08%
39,490
-172,550
120
$815K 0.08%
6,502
-2,110
121
$805K 0.08%
13,031
-111,059
122
$802K 0.08%
15,388
-28,454
123
$800K 0.08%
6,021
-21,480
124
$781K 0.08%
15,615
-18,064
125
$745K 0.08%
2,863
-8,078
3 4
5
6 7