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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$200K 0.02%
10,324
+105
277
$179K 0.02%
26,134
-1
278
$173K 0.02%
32,756
279
$168K 0.02%
21,937
+1,083
280
$140K 0.02%
10,018
281
$129K 0.01%
12,520
282
$118K 0.01%
11,500
283
$95K 0.01%
24,313
284
$94K 0.01%
2,600
285
$93K 0.01%
+30
286
$80K 0.01%
22,595
287
$63K 0.01%
68,700
-14,110
288
$58K 0.01%
1,013
+13
289
$36K ﹤0.01%
1,250
+278
290
$21K ﹤0.01%
+14,265
291
$19K ﹤0.01%
13,068
292
$18K ﹤0.01%
12,500
293
$17K ﹤0.01%
+1,009
294
$10K ﹤0.01%
2,502
+371
295
$8K ﹤0.01%
287
296
$8K ﹤0.01%
2,105
-411
297
$5K ﹤0.01%
1,253
298
– –
0
299
– –
-4,689
300
– –
-10,000
10 11
12
13 14