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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$214K 0.02%
+4,781
277
$213K 0.02%
3,840
+115
278
$213K 0.02%
+1,453
279
$212K 0.02%
+3,285
280
$212K 0.02%
4,187
281
$210K 0.02%
2,000
282
$208K 0.02%
1,820
283
$207K 0.02%
+5,771
284
$205K 0.02%
+3,012
285
$205K 0.02%
2,729
+91
286
$203K 0.02%
+1,963
287
$202K 0.02%
+3,163
288
$200K 0.02%
4,197
+1,430
289
$189K 0.02%
+10,065
290
$185K 0.02%
28,529
-472
291
$163K 0.02%
12,114
292
$150K 0.02%
+10,190
293
$132K 0.01%
11,500
-3,906
294
$129K 0.01%
13,244
-367
295
$113K 0.01%
10,000
296
$105K 0.01%
55,988
297
$101K 0.01%
+2,565
298
$97K 0.01%
22,595
299
$63K 0.01%
1,180
300
$51K 0.01%
+1,120
10 11
12
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