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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$290K 0.03%
2,799
+101
227
$289K 0.03%
7,383
+492
228
$286K 0.03%
+8,775
229
$278K 0.03%
1,776
-84
230
$278K 0.03%
5,478
+206
231
$278K 0.03%
+3,227
232
$277K 0.03%
13,115
233
$276K 0.03%
+2,038
234
$274K 0.03%
1,233
-235
235
$272K 0.03%
4,948
+136
236
$271K 0.03%
+4,220
237
$268K 0.03%
8,560
238
$266K 0.03%
1,714
+45
239
$264K 0.03%
3,194
-72
240
$264K 0.03%
+54,600
241
$262K 0.03%
+8,551
242
$261K 0.03%
4,298
+177
243
$260K 0.03%
6,214
244
$259K 0.03%
1,787
-17
245
$257K 0.03%
+2,285
246
$257K 0.03%
3,691
+101
247
$256K 0.03%
4,294
+763
248
$254K 0.03%
1,645
-11
249
$253K 0.03%
1,783
-1,180
250
$252K 0.03%
4,788
-80
8 9
10
11 12