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
$786M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$8.86M
3
+$8.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.54M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.03M

Top Sells

1
+$5.79M
2
+$4.71M
3
+$4.12M
4
JPM icon
JPMorgan Chase
JPM
+$3.86M
5
IBM icon
IBM
IBM
+$3.32M

Sector Composition

1 Technology 8.31%
2 Financials 5.18%
3 Consumer Discretionary 4.26%
4 Industrials 3.28%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$292K 0.04%
7,774
-212
202
$288K 0.04%
2,564
+54
203
$286K 0.04%
37,625
-1,071
204
$285K 0.04%
4,377
+759
205
$285K 0.04%
10,815
-875
206
$284K 0.04%
1,590
-252
207
$284K 0.04%
+1,918
208
$282K 0.04%
8,863
209
$281K 0.04%
2,158
210
$280K 0.04%
3,537
-3,537
211
$278K 0.04%
4,708
-266
212
$278K 0.04%
+13,115
213
$277K 0.04%
+2,698
214
$277K 0.04%
23,781
+2,928
215
$275K 0.04%
2,518
-93
216
$274K 0.03%
5,200
+687
217
$273K 0.03%
6,912
218
$271K 0.03%
700
219
$270K 0.03%
10,457
-1,810
220
$270K 0.03%
10,514
-206
221
$267K 0.03%
3,245
+142
222
$264K 0.03%
5,040
223
$263K 0.03%
5,272
224
$259K 0.03%
5,840
+160
225
$257K 0.03%
2,529
+300
7 8
9
10 11