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
151
$899K 0.06%
8,309
+1,683
152
$895K 0.06%
26,651
+2,803
153
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4,975
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154
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155
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5,350
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156
$836K 0.05%
2,572
+481
157
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7,896
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158
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7,425
-1
159
$823K 0.05%
+26,030
160
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32,590
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161
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162
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15,007
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163
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2,730
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164
$801K 0.05%
6,685
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165
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13,232
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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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171
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5,396
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172
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173
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2,459
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174
$720K 0.05%
4,224
+169
175
$709K 0.05%
8,037
-757
5 6
7
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