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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$380K 0.03%
4,610
-134
227
$379K 0.03%
8,894
+154
228
$376K 0.03%
11,679
+8,069
229
$372K 0.03%
7,814
+3,468
230
$372K 0.03%
+50,129
231
$362K 0.03%
2,501
232
$360K 0.03%
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233
$360K 0.03%
2,357
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234
$359K 0.03%
1,991
-60
235
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+4,893
236
$353K 0.03%
8,387
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237
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2,543
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238
$350K 0.03%
12,306
239
$350K 0.03%
10,981
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240
$350K 0.03%
5,656
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241
$349K 0.03%
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242
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243
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3,892
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244
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1,984
-26
245
$341K 0.03%
774
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246
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3,330
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247
$339K 0.03%
8,663
-2,569
248
$339K 0.03%
11,799
-3,208
249
$338K 0.03%
2,474
-207
250
$332K 0.02%
2,817
-307
8 9
10
11 12