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
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.7M
3
+$4.33M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.88M
5
ATI icon
ATI
ATI
+$2.63M

Top Sells

1
+$17.6M
2
+$7.39M
3
+$2.87M
4
CHRW icon
C.H. Robinson
CHRW
+$2.45M
5
DLTR icon
Dollar Tree
DLTR
+$2.36M

Sector Composition

1 Technology 5.83%
2 Financials 4.95%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$231K 0.02%
+6,632
277
$230K 0.02%
+2,864
278
$230K 0.02%
1,410
-195
279
$230K 0.02%
7,111
-230
280
$230K 0.02%
+7,062
281
$228K 0.02%
5,320
-401
282
$226K 0.02%
4,393
-395
283
$224K 0.02%
4,150
284
$223K 0.02%
+2,254
285
$222K 0.02%
+5,944
286
$221K 0.02%
4,169
-6
287
$220K 0.02%
1,991
-153
288
$220K 0.02%
2,011
-250
289
$219K 0.02%
+2,494
290
$219K 0.02%
+7,120
291
$215K 0.02%
+2,854
292
$213K 0.02%
+10,115
293
$211K 0.02%
+1,262
294
$210K 0.02%
+3,521
295
$210K 0.02%
+2,724
296
$209K 0.02%
+1,481
297
$206K 0.02%
+2,634
298
$206K 0.02%
32,756
-4,072
299
$205K 0.02%
2,215
+31
300
$201K 0.02%
+6,154
10 11
12
13 14