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
$309M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$10.2M
4
INTU icon
Intuit
INTU
+$8.04M
5
INTC icon
Intel
INTC
+$5.08M

Top Sells

1
+$5.64M
2
+$4.99M
3
+$4.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M

Sector Composition

1 Technology 16.5%
2 Industrials 7.35%
3 Financials 6.34%
4 Consumer Discretionary 5.09%
5 Healthcare 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$345K 0.11%
2,964
-129
127
$337K 0.11%
4,025
+1,206
128
$336K 0.11%
13,226
+5
129
$334K 0.11%
3,727
-567
130
$330K 0.11%
36,213
+20,000
131
$329K 0.11%
3,203
+410
132
$328K 0.11%
4,442
-115
133
$325K 0.11%
252
+18
134
$323K 0.1%
4,674
+1,625
135
$322K 0.1%
1,689
+121
136
$305K 0.1%
12,895
-810
137
$303K 0.1%
3,766
-174
138
$297K 0.1%
+2,135
139
$296K 0.1%
+4,170
140
$294K 0.1%
4,282
-200
141
$291K 0.09%
+4,448
142
$289K 0.09%
4,257
-218
143
$286K 0.09%
2,503
144
$285K 0.09%
11,962
+27
145
$283K 0.09%
7,218
-1,436
146
$282K 0.09%
+5,741
147
$277K 0.09%
3,432
-1,174
148
$276K 0.09%
9,018
+247
149
$272K 0.09%
5,272
150
$267K 0.09%
19,753
-3,774
4 5
6
7 8