SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.19M 0.05%
12,890
+602
252
$5.12M 0.05%
22,319
+1,516
253
$4.99M 0.05%
69,071
+21,121
254
$4.95M 0.05%
11,829
+257
255
$4.9M 0.05%
183,965
-1,718
256
$4.87M 0.05%
177,858
+6,115
257
$4.76M 0.05%
65,598
+9,287
258
$4.72M 0.05%
7,584
+4,306
259
$4.69M 0.05%
13,063
+342
260
$4.62M 0.04%
92,168
+66,738
261
$4.62M 0.04%
+97,431
262
$4.55M 0.04%
33,898
+2,664
263
$4.49M 0.04%
905
+153
264
$4.49M 0.04%
140,862
+9,570
265
$4.47M 0.04%
8,560
+942
266
$4.45M 0.04%
27,694
+2,260
267
$4.44M 0.04%
167,237
+7,953
268
$4.41M 0.04%
39,606
+3,443
269
$4.38M 0.04%
24,760
+1,543
270
$4.37M 0.04%
238,637
+41,089
271
$4.35M 0.04%
12,074
+838
272
$4.31M 0.04%
23,304
+2,458
273
$4.23M 0.04%
71,757
+41,258
274
$4.12M 0.04%
+104,082
275
$4.1M 0.04%
35,613
+1,469
9 10
11
12 13