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
176
$211K 0.07%
2,246
-428
177
$209K 0.07%
+3,533
178
$204K 0.07%
+3,268
179
$203K 0.07%
+9,644
180
$203K 0.07%
11,130
-2,130
181
$202K 0.07%
+1,777
182
$202K 0.07%
+3,540
183
$201K 0.07%
4,853
-2,604
184
$192K 0.06%
12,114
185
$185K 0.06%
+11,061
186
$178K 0.06%
10,450
187
$142K 0.05%
56,629
+997
188
$126K 0.04%
+24,549
189
$126K 0.04%
+14,184
190
$116K 0.04%
29,609
-17,089
191
$112K 0.04%
+2,720
192
$95K 0.03%
14,772
-490
193
$73K 0.02%
+10,255
194
$47K 0.02%
1,180
195
$45K 0.01%
16,210
+6,000
196
$42K 0.01%
+3,750
197
$39K 0.01%
893
198
$33K 0.01%
12,238
199
$15K ﹤0.01%
+2,000
200
$14K ﹤0.01%
+10,000
5 6 7
8
9