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
$984M
AUM Growth
-$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$582K
3
+$299K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
ABNB icon
Airbnb
ABNB
+$223K

Top Sells

1
+$240M
2
+$121M
3
+$96.1M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$83M
5
AAPL icon
Apple
AAPL
+$46.2M

Sector Composition

1 Technology 6.96%
2 Financials 3.73%
3 Consumer Discretionary 2.65%
4 Healthcare 2.3%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$737K 0.07%
11,742
-58,500
127
$731K 0.07%
1,871
-2,364
128
$727K 0.07%
2,472
-1,252
129
$726K 0.07%
14,133
-6,711
130
$700K 0.07%
5,925
-15,249
131
$662K 0.07%
12,431
-87,308
132
$647K 0.07%
12,815
-9,998
133
$641K 0.07%
1,845
-3,818
134
$627K 0.06%
3,205
-2,199
135
$608K 0.06%
3,670
+334
136
$598K 0.06%
2,474
-6,605
137
$595K 0.06%
1,797
-1,827
138
$585K 0.06%
3,990
-9,988
139
$571K 0.06%
2,472
-3,464
140
$571K 0.06%
7,270
-19,099
141
$563K 0.06%
1,761
-7,910
142
$552K 0.06%
8,595
-13,459
143
$552K 0.06%
2,620
-459
144
$550K 0.06%
5,405
-3,829
145
$548K 0.06%
9,312
-72,506
146
$546K 0.06%
9,315
-50,138
147
$540K 0.05%
10,420
-28
148
$531K 0.05%
7,184
-166,047
149
$530K 0.05%
920
-734
150
$517K 0.05%
21,725
4 5
6
7 8