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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.65M 0.03%
65,322
-568
252
$1.65M 0.03%
24,314
-1,385
253
$1.64M 0.03%
15,916
-988
254
$1.64M 0.03%
24,132
+907
255
$1.63M 0.03%
49,975
-5
256
$1.62M 0.03%
6,103
-523
257
$1.61M 0.03%
21,171
+2,853
258
$1.6M 0.03%
106,815
-5,795
259
$1.6M 0.03%
1,260
-44
260
$1.6M 0.03%
10,697
-4
261
$1.58M 0.03%
15,517
-2,905
262
$1.58M 0.03%
17,825
-3,082
263
$1.57M 0.03%
51,616
264
$1.56M 0.03%
6,497
+152
265
$1.54M 0.03%
12,364
+98
266
$1.54M 0.03%
16,414
+335
267
$1.54M 0.03%
5,261
-968
268
$1.54M 0.03%
16,214
-317
269
$1.53M 0.03%
16,575
-19
270
$1.53M 0.03%
21,257
-4,160
271
$1.51M 0.03%
18,988
+407
272
$1.5M 0.03%
9,462
-3,772
273
$1.5M 0.03%
+31,613
274
$1.48M 0.03%
10,459
-2,146
275
$1.48M 0.03%
2,509
-20
9 10
11
12 13