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
$984M
AUM Growth
-$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$582K
3
+$299K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$234K
5
ABNB icon
Airbnb
ABNB
+$223K

Top Sells

1
+$240M
2
+$121M
3
+$96.1M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$83M
5
AAPL icon
Apple
AAPL
+$46.2M

Sector Composition

1 Technology 6.96%
2 Financials 3.73%
3 Consumer Discretionary 2.65%
4 Healthcare 2.3%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$301K 0.03%
5,084
-15,976
202
$299K 0.03%
+10,000
203
$298K 0.03%
5,870
-1,068
204
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1,222
-1,626
205
$291K 0.03%
4,612
-1,134
206
$291K 0.03%
5,551
-33,741
207
$289K 0.03%
2,082
-3,498
208
$288K 0.03%
3,543
-8,157
209
$287K 0.03%
3,666
-22,611
210
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3,000
-129
211
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1,472
-4,568
212
$283K 0.03%
7,360
-120
213
$282K 0.03%
8,750
+3,300
214
$281K 0.03%
1,756
-5,433
215
$280K 0.03%
3,584
-16,383
216
$278K 0.03%
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-32
217
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5,159
-14,856
218
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800
-1,790
219
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2,440
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220
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221
$264K 0.03%
1,470
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222
$261K 0.03%
4,149
-38,530
223
$261K 0.03%
1,806
-490
224
$261K 0.03%
3,790
-5,056
225
$253K 0.03%
1,877
-484
7 8
9
10 11