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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.11M 0.04%
32,812
+780
227
$2.08M 0.04%
94,711
+7,387
228
$2.07M 0.04%
26,194
229
$2.04M 0.04%
15,832
+1,195
230
$2.02M 0.04%
34,748
-589
231
$2.01M 0.04%
3,943
+41
232
$2.01M 0.04%
21,846
-25
233
$2M 0.04%
10,593
-1,699
234
$1.95M 0.03%
12,685
-14
235
$1.95M 0.03%
86,358
+5,697
236
$1.93M 0.03%
626
-10
237
$1.87M 0.03%
13,540
+31
238
$1.86M 0.03%
42,585
+773
239
$1.8M 0.03%
56,469
240
$1.79M 0.03%
27,769
+8,305
241
$1.79M 0.03%
9,122
-420
242
$1.77M 0.03%
11,714
-261
243
$1.77M 0.03%
57,581
-1,421
244
$1.75M 0.03%
19,150
-970
245
$1.72M 0.03%
57,105
+6,255
246
$1.72M 0.03%
33,793
247
$1.71M 0.03%
17,369
+175
248
$1.7M 0.03%
22,594
+1,357
249
$1.69M 0.03%
4,480
+962
250
$1.65M 0.03%
7,944
-7,033
8 9
10
11 12