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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.5M
3
+$7.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.83M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$4.75M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$893K
4
XOM icon
Exxon Mobil
XOM
+$794K
5
PFE icon
Pfizer
PFE
+$740K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.23M 0.08%
8,305
+1,349
127
$1.21M 0.08%
6,128
+282
128
$1.21M 0.08%
21,758
-2,185
129
$1.2M 0.08%
80,491
+5,311
130
$1.19M 0.08%
13,743
+2,977
131
$1.19M 0.08%
19,933
-2,856
132
$1.18M 0.07%
6,153
-986
133
$1.13M 0.07%
20,341
-2,481
134
$1.11M 0.07%
11,528
135
$1.1M 0.07%
10,816
+1,364
136
$1.09M 0.07%
20,657
-2,148
137
$1.09M 0.07%
7,357
-814
138
$1.06M 0.07%
11,212
+773
139
$1.06M 0.07%
1,894
+175
140
$1.01M 0.06%
18,752
+3,206
141
$989K 0.06%
16,264
+8,599
142
$980K 0.06%
15,096
+10,217
143
$971K 0.06%
25,720
-2,181
144
$963K 0.06%
7,404
-1,089
145
$948K 0.06%
21,526
+526
146
$944K 0.06%
14,976
+1,617
147
$930K 0.06%
5,217
+880
148
$910K 0.06%
44,963
+3
149
$905K 0.06%
6,120
+752
150
$903K 0.06%
8,963
-137
4 5
6
7 8