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
251
$248K 0.03%
+2,789
252
$248K 0.03%
1,696
+68
253
$245K 0.03%
1,290
+96
254
$241K 0.03%
7,863
-1,049
255
$238K 0.03%
8,479
-1,680
256
$236K 0.02%
8,539
-1,119
257
$234K 0.02%
2,216
+121
258
$234K 0.02%
9,630
259
$232K 0.02%
5,229
+129
260
$232K 0.02%
4,934
261
$231K 0.02%
2,737
+366
262
$230K 0.02%
+4,420
263
$228K 0.02%
+2,141
264
$228K 0.02%
+1,448
265
$228K 0.02%
+2,180
266
$227K 0.02%
+8,279
267
$227K 0.02%
3,552
-13
268
$227K 0.02%
1,802
269
$223K 0.02%
10,444
-4,682
270
$222K 0.02%
+1,331
271
$220K 0.02%
2,668
-34
272
$219K 0.02%
715
-8
273
$219K 0.02%
7,807
-40
274
$219K 0.02%
+2,908
275
$215K 0.02%
4,475
+142
9 10
11
12 13