SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.43M 0.06%
+173,088
227
$6.31M 0.06%
131,955
+32,355
228
$6.28M 0.06%
12,923
+635
229
$6.24M 0.06%
49,975
+16,195
230
$6.22M 0.06%
75,253
+3,141
231
$6.22M 0.06%
38,220
+8,630
232
$6.17M 0.06%
+130,591
233
$6.14M 0.06%
22,776
+13,127
234
$6.13M 0.06%
+92,709
235
$6.07M 0.06%
+83,626
236
$5.99M 0.06%
163,044
-14,416
237
$5.72M 0.06%
93,157
238
$5.66M 0.05%
217,169
-5,743
239
$5.64M 0.05%
98,316
-2,188
240
$5.62M 0.05%
246,631
+26,950
241
$5.56M 0.05%
203,445
+54,945
242
$5.55M 0.05%
21,873
+5,030
243
$5.51M 0.05%
10,672
+443
244
$5.45M 0.05%
102,750
+5,635
245
$5.37M 0.05%
65,182
+10,999
246
$5.34M 0.05%
406,644
+60,922
247
$5.27M 0.05%
18,187
-553
248
$5.26M 0.05%
41,722
-58,851
249
$5.22M 0.05%
40,404
+7,342
250
$5.2M 0.05%
+89,699
8 9
10
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