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
$1.9B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.06M
3
+$5.45M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.53M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.32M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.95M
4
CRM icon
Salesforce
CRM
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.52M

Sector Composition

1 Technology 6.97%
2 Healthcare 3.58%
3 Consumer Discretionary 2.96%
4 Financials 2.93%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.52M 0.08%
7,538
+13
127
$1.51M 0.08%
96,494
+4,318
128
$1.51M 0.08%
11,296
+479
129
$1.5M 0.08%
51,165
+23,048
130
$1.5M 0.08%
99,131
+28,851
131
$1.49M 0.08%
34,412
-9,840
132
$1.48M 0.08%
21,116
+2,025
133
$1.48M 0.08%
19,224
+65
134
$1.47M 0.08%
25,609
+837
135
$1.44M 0.08%
42,058
-23,854
136
$1.42M 0.07%
54,948
+1,048
137
$1.41M 0.07%
170,413
+45,119
138
$1.4M 0.07%
21,914
+465
139
$1.36M 0.07%
204,914
+5,373
140
$1.35M 0.07%
9,029
-31
141
$1.34M 0.07%
11,458
+7,682
142
$1.32M 0.07%
26,769
+3,794
143
$1.31M 0.07%
4,389
+2,312
144
$1.3M 0.07%
11,024
+410
145
$1.29M 0.07%
49,934
146
$1.28M 0.07%
10,226
-688
147
$1.28M 0.07%
18,480
+2,252
148
$1.24M 0.07%
2,815
+67
149
$1.24M 0.07%
51,576
-648
150
$1.23M 0.07%
19,066
-39
4 5
6
7 8