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
151
$1.23M 0.07%
64,246
+20,747
152
$1.19M 0.06%
21,860
-34
153
$1.12M 0.06%
27,473
+3,337
154
$1.12M 0.06%
13,348
+7,105
155
$1.12M 0.06%
11,429
-53
156
$1.11M 0.06%
9,572
+395
157
$1.1M 0.06%
29,215
-1,832
158
$1.1M 0.06%
3,515
+544
159
$1.09M 0.06%
29,564
-81
160
$1.09M 0.06%
59,265
+9,987
161
$1.09M 0.06%
17,919
+1,906
162
$1.06M 0.06%
10,082
+2,014
163
$1.05M 0.06%
5,902
+21
164
$1.04M 0.06%
17,493
-426
165
$1.01M 0.05%
12,988
+937
166
$999K 0.05%
6,346
+149
167
$995K 0.05%
16,502
+228
168
$964K 0.05%
5,810
-64
169
$957K 0.05%
6,120
-67
170
$949K 0.05%
11,739
+549
171
$945K 0.05%
16,473
-1,025
172
$945K 0.05%
11,965
-448
173
$943K 0.05%
1,922
-248
174
$930K 0.05%
8,271
+730
175
$906K 0.05%
36,336
-2,550
5 6
7
8 9