SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
201
$10K ﹤0.01%
+1,071
202
$6K ﹤0.01%
667
203
– –
0
204
– –
-1,466
205
– –
-10,999
206
– –
-10,843
207
– –
-5,334
208
– –
-27,718
209
– –
-7,032
210
– –
-123,369
211
– –
-10,306
212
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-2,633
213
– –
-546
214
– –
-10,986
215
– –
-3,741
216
– –
-102,263
217
– –
-664
218
– –
-2,000
219
– –
-6,876
5 6 7 8
9