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
$309M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$10.2M
4
INTU icon
Intuit
INTU
+$8.04M
5
INTC icon
Intel
INTC
+$5.08M

Top Sells

1
+$5.64M
2
+$4.99M
3
+$4.24M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M

Sector Composition

1 Technology 16.5%
2 Industrials 7.35%
3 Financials 6.34%
4 Consumer Discretionary 5.09%
5 Healthcare 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$261K 0.08%
5,966
+291
152
$260K 0.08%
+9,744
153
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+13,234
154
$257K 0.08%
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155
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-211
156
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157
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+2,003
158
$249K 0.08%
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159
$247K 0.08%
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160
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20,168
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161
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5,853
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163
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164
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165
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166
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170
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171
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172
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173
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987
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174
$214K 0.07%
32,704
-4,872
175
$213K 0.07%
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