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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$331K 0.02%
+9,682
252
$331K 0.02%
1,561
-49
253
$328K 0.02%
15,950
-2,736
254
$327K 0.02%
4,526
+702
255
$327K 0.02%
6,526
+1,859
256
$327K 0.02%
10,597
-3,068
257
$326K 0.02%
2,568
+779
258
$323K 0.02%
15,527
-1,017
259
$318K 0.02%
1,399
+136
260
$316K 0.02%
+39,577
261
$315K 0.02%
4,181
+87
262
$315K 0.02%
1,197
-300
263
$315K 0.02%
2,848
-671
264
$314K 0.02%
5,299
+566
265
$314K 0.02%
2,375
+218
266
$308K 0.02%
1,866
267
$305K 0.02%
2,259
+4
268
$303K 0.02%
10,409
+470
269
$301K 0.02%
21,725
-275
270
$296K 0.02%
949
+28
271
$294K 0.02%
1,766
+60
272
$293K 0.02%
+37,581
273
$292K 0.02%
3,621
+129
274
$291K 0.02%
9,941
-2,456
275
$286K 0.02%
1,353
+124
9 10
11
12 13