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
$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
1
$115M 12.25%
1,913,198
+126,776
2
$87.6M 9.33%
624,022
+7,915
3
$78.6M 8.37%
1,569,798
+51,800
4
$59.6M 6.34%
1,240,045
+35,797
5
$34.4M 3.66%
934,836
-31,668
6
$24.3M 2.59%
228,453
+4,048
7
$22.9M 2.44%
+225,077
8
$19.8M 2.11%
181,864
-10,580
9
$18M 1.92%
364,651
+45,168
10
$17.6M 1.87%
379,384
-418,844
11
$15.9M 1.69%
1,465,782
+15,192
12
$14.9M 1.59%
605,150
+6,888
13
$12.9M 1.37%
93,579
-24,650
14
$12.7M 1.35%
309,221
-10,994
15
$11.4M 1.21%
61,012
-55,212
16
$10.2M 1.08%
103,147
+25,332
17
$9.76M 1.04%
136,266
-108
18
$9.64M 1.03%
249,592
+7,102
19
$9.15M 0.98%
361,536
+15,120
20
$8.17M 0.87%
357,519
-15,150
21
$7.7M 0.82%
528,531
+53,650
22
$7.07M 0.75%
134,685
+5,488
23
$6.74M 0.72%
260,292
+121,025
24
$6.66M 0.71%
182,522
-5,674
25
$6.52M 0.69%
92,101
+870
1
2 3 4 5