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
$939M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$7.62M
3
+$4.81M
4
BLK icon
Blackrock
BLK
+$3.77M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.13M

Top Sells

1
+$19.4M
2
+$11.8M
3
+$11.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.3M
5
IBKR icon
Interactive Brokers
IBKR
+$6.14M

Sector Composition

1 Technology 5.59%
2 Financials 5.14%
3 Healthcare 3.13%
4 Consumer Discretionary 2.58%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$720K 0.08%
9,039
-147,763
127
$720K 0.08%
14,017
-1,301
128
$711K 0.08%
9,092
129
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130
$694K 0.07%
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131
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4,221
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132
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133
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134
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135
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136
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137
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138
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139
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140
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141
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145
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146
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5,217
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147
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19,828
148
$568K 0.06%
4,206
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149
$559K 0.06%
7,065
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150
$557K 0.06%
37,714
+857
4 5
6
7 8