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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$211K 0.02%
5,720
+1,500
277
$211K 0.02%
1,864
+44
278
$211K 0.02%
+2,251
279
$209K 0.02%
3,763
-77
280
$209K 0.02%
2,207
+27
281
$209K 0.02%
2,290
-499
282
$208K 0.02%
+4,150
283
$208K 0.02%
1,325
-6
284
$208K 0.02%
+4,621
285
$205K 0.02%
+2,936
286
$204K 0.02%
+2,824
287
$204K 0.02%
+1,285
288
$201K 0.02%
10,065
289
$200K 0.02%
5,772
+1
290
$146K 0.02%
11,500
291
$145K 0.02%
10,018
-19,897
292
$141K 0.01%
12,114
293
$141K 0.01%
10,190
294
$132K 0.01%
55,988
295
$121K 0.01%
13,629
+385
296
$112K 0.01%
+100
297
$104K 0.01%
10,000
298
$91K 0.01%
22,595
299
$86K 0.01%
2,565
300
$80K 0.01%
+8,494
10 11
12
13 14