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
$939M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$7.62M
3
+$4.81M
4
BLK icon
Blackrock
BLK
+$3.77M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.13M

Top Sells

1
+$19.4M
2
+$11.8M
3
+$11.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.3M
5
IBKR icon
Interactive Brokers
IBKR
+$6.14M

Sector Composition

1 Technology 5.59%
2 Financials 5.14%
3 Healthcare 3.13%
4 Consumer Discretionary 2.58%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$350K 0.04%
6,997
+249
202
$347K 0.04%
3,329
+1,055
203
$345K 0.04%
+16,290
204
$339K 0.04%
14,835
+135
205
$338K 0.04%
5,050
+77
206
$338K 0.04%
1,617
-366
207
$337K 0.04%
8,770
-150
208
$336K 0.04%
3,842
209
$335K 0.04%
3,055
210
$332K 0.04%
10,114
-389
211
$330K 0.04%
6,544
+144
212
$330K 0.04%
3,713
213
$328K 0.03%
958
-43
214
$327K 0.03%
9,025
-776
215
$321K 0.03%
+18,172
216
$321K 0.03%
7,481
+424
217
$320K 0.03%
1,717
-112
218
$319K 0.03%
3,746
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219
$318K 0.03%
5,633
-581
220
$316K 0.03%
+7,015
221
$315K 0.03%
3,099
-97
222
$313K 0.03%
+14,251
223
$308K 0.03%
8,581
+718
224
$306K 0.03%
3,587
+315
225
$306K 0.03%
3,852
+235
7 8
9
10 11