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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$268K 0.03%
+4,355
227
$267K 0.03%
13,900
228
$266K 0.03%
6,722
+474
229
$265K 0.03%
11,122
+366
230
$264K 0.03%
+6,013
231
$264K 0.03%
2,587
232
$264K 0.03%
1,770
+4
233
$264K 0.03%
5,794
-113,358
234
$263K 0.03%
6,870
+699
235
$262K 0.03%
4,909
236
$259K 0.03%
7,188
+455
237
$259K 0.03%
6,001
+980
238
$258K 0.03%
4,030
+37
239
$257K 0.03%
3,251
+506
240
$256K 0.03%
+1,941
241
$254K 0.03%
1,615
-100
242
$252K 0.03%
5,272
243
$251K 0.03%
1,575
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244
$251K 0.03%
4,827
-3,259
245
$250K 0.03%
2,554
-100
246
$248K 0.03%
11,685
247
$246K 0.03%
4,110
+100
248
$244K 0.03%
5,083
-4,319
249
$242K 0.03%
1,581
+221
250
$240K 0.03%
3,660
-505
8 9
10
11 12