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
$786M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$8.86M
3
+$8.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.54M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.03M

Top Sells

1
+$5.79M
2
+$4.71M
3
+$4.12M
4
JPM icon
JPMorgan Chase
JPM
+$3.86M
5
IBM icon
IBM
IBM
+$3.32M

Sector Composition

1 Technology 8.31%
2 Financials 5.18%
3 Consumer Discretionary 4.26%
4 Industrials 3.28%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$611K 0.08%
3,454
+268
127
$598K 0.08%
4,664
128
$592K 0.08%
10,316
-5,069
129
$567K 0.07%
3,547
-16
130
$566K 0.07%
10,456
+1,970
131
$563K 0.07%
22,318
-16,568
132
$550K 0.07%
4,423
133
$545K 0.07%
4,786
+36
134
$537K 0.07%
16,344
-2,676
135
$533K 0.07%
5,994
+27
136
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4,160
-1,928
137
$499K 0.06%
6,353
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138
$499K 0.06%
42,300
139
$496K 0.06%
15,095
-404
140
$488K 0.06%
6,914
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141
$487K 0.06%
36,377
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142
$478K 0.06%
26,582
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143
$478K 0.06%
4,548
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144
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3,541
145
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4,584
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146
$476K 0.06%
6,659
+1,791
147
$460K 0.06%
4,496
+47
148
$456K 0.06%
20,205
-1,926
149
$452K 0.06%
13,470
-659
150
$449K 0.06%
3,467
+104
4 5
6
7 8