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
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.7M
3
+$4.33M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.88M
5
ATI icon
ATI
ATI
+$2.63M

Top Sells

1
+$17.6M
2
+$7.39M
3
+$2.87M
4
CHRW icon
C.H. Robinson
CHRW
+$2.45M
5
DLTR icon
Dollar Tree
DLTR
+$2.36M

Sector Composition

1 Technology 5.83%
2 Financials 4.95%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$264K 0.03%
13,295
-2,134
252
$264K 0.03%
5,272
253
$264K 0.03%
2,936
-646
254
$263K 0.03%
4,772
+4
255
$260K 0.03%
5,186
-1,358
256
$258K 0.03%
+1,603
257
$256K 0.03%
+3,948
258
$255K 0.03%
5,882
-1,599
259
$254K 0.03%
10,219
+55
260
$250K 0.02%
5,368
261
$246K 0.02%
1,848
-7
262
$244K 0.02%
1,831
263
$243K 0.02%
1,512
-133
264
$243K 0.02%
5,133
-500
265
$243K 0.02%
11,403
+1,066
266
$241K 0.02%
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267
$241K 0.02%
6,475
268
$241K 0.02%
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269
$238K 0.02%
1,835
-153
270
$238K 0.02%
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271
$237K 0.02%
4,304
+154
272
$236K 0.02%
13,350
-1,485
273
$234K 0.02%
+2,374
274
$231K 0.02%
11,066
+276
275
$231K 0.02%
727
9 10
11
12 13