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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$284K 0.02%
+50,000
277
$277K 0.02%
8,135
-1,870
278
$274K 0.02%
1,895
+72
279
$272K 0.02%
5,788
+1,323
280
$270K 0.02%
1,900
-196
281
$269K 0.02%
3,777
282
$269K 0.02%
23,157
+505
283
$268K 0.02%
886
-71
284
$268K 0.02%
+21,151
285
$267K 0.02%
4,984
-2,441
286
$264K 0.02%
+3,035
287
$262K 0.02%
4,805
288
$259K 0.02%
4,544
+813
289
$259K 0.02%
3,504
+524
290
$255K 0.02%
1,746
-705
291
$254K 0.02%
3,214
-2,672
292
$253K 0.02%
+519
293
$252K 0.02%
1,030
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294
$252K 0.02%
5,161
+39
295
$249K 0.02%
3,119
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296
$248K 0.02%
1,643
-72
297
$248K 0.02%
6,936
-2,578
298
$246K 0.02%
5,189
-1,171
299
$246K 0.02%
5,850
300
$245K 0.02%
+90,000
10 11
12
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