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
$1.9B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.06M
3
+$5.45M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.53M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.32M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.95M
4
CRM icon
Salesforce
CRM
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.52M

Sector Composition

1 Technology 6.97%
2 Healthcare 3.58%
3 Consumer Discretionary 2.96%
4 Financials 2.93%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$281M 14.82%
1,649,636
+53,182
2
$166M 8.74%
2,840,932
+77,619
3
$125M 6.59%
1,059,058
+115,946
4
$101M 5.3%
1,803,800
+14,212
5
$65.5M 3.45%
4,872,378
-104,028
6
$64.2M 3.38%
1,624,343
-77,091
7
$59.9M 3.16%
1,346,469
-24,184
8
$48.6M 2.56%
1,734,332
+1,930
9
$46.8M 2.47%
403,862
+6,738
10
$35.7M 1.88%
307,601
+27,528
11
$35.5M 1.87%
820,394
-19,171
12
$32.1M 1.69%
637,376
+108,063
13
$30.7M 1.62%
145,806
+1,974
14
$27.5M 1.45%
183,765
+10,634
15
$26.3M 1.39%
1,094,242
-122,728
16
$23.8M 1.25%
809,532
+12,628
17
$20.8M 1.1%
192,068
-131
18
$19.5M 1.03%
123,940
-3,780
19
$19.1M 1.01%
89,817
+3,333
20
$15.7M 0.83%
196,858
+54,019
21
$15.4M 0.81%
55,454
+13,071
22
$15.3M 0.81%
149,747
+11,700
23
$14.9M 0.79%
79,157
-770
24
$14.5M 0.76%
126,126
+1,025
25
$14.2M 0.75%
264,168
+3,485
1
2 3 4 5