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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$244K 0.03%
1,800
+13
252
$241K 0.03%
5,765
+1,568
253
$241K 0.03%
2,000
254
$238K 0.03%
2,274
+133
255
$238K 0.03%
8,539
256
$238K 0.03%
1,993
+30
257
$237K 0.02%
+2,726
258
$237K 0.02%
1,645
259
$234K 0.02%
3,194
260
$232K 0.02%
+1,975
261
$232K 0.02%
3,012
262
$231K 0.02%
3,429
-407
263
$231K 0.02%
8,296
-183
264
$230K 0.02%
29,461
+932
265
$229K 0.02%
7,283
-100
266
$227K 0.02%
1,663
-33
267
$226K 0.02%
3,317
+32
268
$222K 0.02%
+1,831
269
$222K 0.02%
6,785
-1,775
270
$221K 0.02%
3,051
+322
271
$220K 0.02%
1,802
272
$219K 0.02%
4,934
273
$216K 0.02%
+7,450
274
$216K 0.02%
4,187
275
$215K 0.02%
+1,560
9 10
11
12 13