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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$235K 0.03%
1,702
+292
252
$227K 0.03%
2,753
+379
253
$226K 0.03%
+1,491
254
$222K 0.03%
4,780
+8
255
$220K 0.03%
837
-31
256
$219K 0.03%
2,376
-27,890
257
$218K 0.03%
1,823
-12
258
$218K 0.03%
2,835
+111
259
$218K 0.03%
2,936
260
$217K 0.03%
14,703
+1,408
261
$216K 0.03%
+721
262
$216K 0.03%
2,001
-10
263
$213K 0.02%
10,115
264
$213K 0.02%
1,579
-3
265
$212K 0.02%
3,521
266
$210K 0.02%
1,831
267
$208K 0.02%
10,790
-276
268
$205K 0.02%
2,634
269
$205K 0.02%
6,475
270
$204K 0.02%
1,863
-128
271
$204K 0.02%
2,047
272
$204K 0.02%
2,376
+161
273
$203K 0.02%
+1,779
274
$202K 0.02%
1,262
275
$201K 0.02%
3,012
9 10
11
12 13