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
1
$31.8M 10.28%
649,704
-115,106
2
$20.5M 6.63%
752,420
+515,660
3
$11M 3.55%
416,008
+88,824
4
$10.7M 3.46%
174,257
+165,799
5
$10.6M 3.42%
+200,000
6
$10.4M 3.37%
723,846
-36,708
7
$8.95M 2.89%
378,064
+90,777
8
$8.04M 2.6%
+77,352
9
$7.77M 2.51%
489,505
+16,365
10
$7.38M 2.39%
74,707
-50,473
11
$7.38M 2.38%
255,971
-31,374
12
$6.54M 2.11%
482,204
+42,618
13
$6.38M 2.06%
784,218
+120,852
14
$5.59M 1.81%
172,893
+157,037
15
$5.27M 1.7%
185,178
+23,875
16
$4.71M 1.52%
104,766
-26,955
17
$4.03M 1.3%
176,691
+91,659
18
$4.01M 1.3%
+408,000
19
$3.67M 1.18%
39,902
+6,621
20
$3.3M 1.07%
158,919
-85,174
21
$3.22M 1.04%
+360,000
22
$3.18M 1.03%
83,280
-46,340
23
$3.14M 1.02%
47,160
+4,854
24
$2.96M 0.96%
25,159
+105
25
$2.95M 0.95%
14,291
+1,759
1
2 3 4 5