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
$786M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$8.86M
3
+$8.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.54M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.03M

Top Sells

1
+$5.79M
2
+$4.71M
3
+$4.12M
4
JPM icon
JPMorgan Chase
JPM
+$3.86M
5
IBM icon
IBM
IBM
+$3.32M

Sector Composition

1 Technology 8.31%
2 Financials 5.18%
3 Consumer Discretionary 4.26%
4 Industrials 3.28%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$446K 0.06%
26,487
152
$442K 0.06%
10,420
153
$437K 0.06%
13,608
+1,720
154
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155
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156
$421K 0.05%
6,269
157
$415K 0.05%
17,644
158
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4,227
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159
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13,758
-1,002
160
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7,142
161
$392K 0.05%
8,580
162
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13,408
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163
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7,075
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164
$376K 0.05%
4,667
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165
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166
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167
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168
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169
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170
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8,196
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171
$365K 0.05%
2,835
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172
$364K 0.05%
+3,317
173
$358K 0.05%
16,870
-3,110
174
$352K 0.04%
2,039
-17
175
$351K 0.04%
6,808
-635
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