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
$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
1
$67.6M 8.6%
557,425
+73,067
2
$64.3M 8.18%
1,173,922
+329,212
3
$49.4M 6.28%
1,161,780
+204,568
4
$47.3M 6.02%
1,006,725
+46,228
5
$31.4M 3.99%
289,342
-37,987
6
$27.7M 3.53%
772,436
+13,784
7
$21.9M 2.79%
752,336
+137,984
8
$20.6M 2.62%
226,355
-2,445
9
$15.7M 2%
144,213
+5,725
10
$14.4M 1.83%
1,532,658
+253,932
11
$13.2M 1.67%
578,255
-50,986
12
$12.6M 1.6%
355,000
+4,417
13
$11.5M 1.46%
130,333
+1,633
14
$11.4M 1.46%
200,096
15
$11M 1.4%
151,534
-4,906
16
$10.5M 1.33%
160,997
-1,479
17
$10.1M 1.29%
60,793
+2,228
18
$9.58M 1.22%
196,236
+13,760
19
$9.52M 1.21%
170,794
-600
20
$8.61M 1.1%
74,267
-1,000
21
$8.61M 1.1%
373,965
+7,206
22
$8.4M 1.07%
242,468
-48,216
23
$8.05M 1.02%
311,080
-26,038
24
$7.28M 0.93%
225,348
+1,140
25
$6.76M 0.86%
55,044
+1,797
1
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