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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.5M
3
+$7.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.83M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$4.75M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$893K
4
XOM icon
Exxon Mobil
XOM
+$794K
5
PFE icon
Pfizer
PFE
+$740K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$583K 0.04%
30,210
+282
202
$574K 0.04%
34,496
+10,000
203
$572K 0.04%
+21,207
204
$567K 0.04%
2,877
+384
205
$566K 0.04%
5,189
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206
$562K 0.04%
1,497
-79
207
$551K 0.04%
2,681
-77
208
$546K 0.03%
4,558
+1,705
209
$544K 0.03%
18,686
+3,111
210
$530K 0.03%
3,450
+4
211
$525K 0.03%
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212
$519K 0.03%
2,871
-2,087
213
$516K 0.03%
1,564
+7
214
$516K 0.03%
6,633
+429
215
$515K 0.03%
+22,000
216
$511K 0.03%
3,889
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217
$509K 0.03%
16,544
-764
218
$505K 0.03%
+246
219
$499K 0.03%
3,767
-329
220
$497K 0.03%
2,450
+236
221
$495K 0.03%
84,200
-6,040
222
$491K 0.03%
+24,455
223
$482K 0.03%
3,610
+878
224
$480K 0.03%
2,045
+289
225
$477K 0.03%
3,830
+115
7 8
9
10 11