SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
-0.63%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$951M
AUM Growth
+$1.26M
(+0.13%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
50.13%
Holding
335
New
27
Increased
135
Reduced
107
Closed
24
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$13.6M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$11M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$5.15M |
| 4 |
Salesforce
CRM
|
$4.27M |
| 5 |
Microchip Technology
MCHP
|
$4.03M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$22.9M |
| 2 |
Morgan Stanley
MS
|
$5.62M |
| 3 |
Valero Energy
VLO
|
$5.44M |
| 4 |
Biogen
BIIB
|
$4.43M |
| 5 |
Citigroup
C
|
$4.4M |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Financials | 6.35% |
| 3 | Consumer Discretionary | 4% |
| 4 | Healthcare | 2.28% |
| 5 | Industrials | 2.08% |
