SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
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
1
$147M 14.95%
662,404
-1,079,049
2
$89M 9.05%
1,254,213
-1,704,102
3
$58.1M 5.91%
824,578
-1,177,112
4
$37.6M 3.82%
327,629
-836,656
5
$28.6M 2.91%
872,503
-1,325,484
6
$28.3M 2.88%
1,631,976
-2,557,914
7
$26.7M 2.71%
188,530
-326,430
8
$25.5M 2.59%
219,261
-191,202
9
$24.5M 2.49%
163,433
-19,151
10
$24.2M 2.46%
455,791
-690,227
11
$21.6M 2.19%
393,707
-799,250
12
$18.7M 1.9%
85,534
-118,514
13
$16.6M 1.69%
70,511
-5,662
14
$16.1M 1.63%
58,864
-44,269
15
$15.5M 1.58%
572,328
-1,213,408
16
$13.8M 1.41%
272,655
-468,871
17
$13.6M 1.39%
48,396
-129,906
18
$13.4M 1.36%
133,623
-370,292
19
$12.1M 1.23%
205,291
-20,875
20
$11.7M 1.19%
119,253
-209,222
21
$10.9M 1.11%
107,326
-41,470
22
$10.1M 1.03%
350,181
-600,578
23
$9.95M 1.01%
265,922
-19,467
24
$9.84M 1%
192,632
-132,649
25
$9.17M 0.93%
173,956
-168,950
1
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