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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.48M 0.03%
51,010
277
$1.47M 0.03%
133,967
+19,335
278
$1.47M 0.03%
4,012
-722
279
$1.44M 0.03%
9,414
-551
280
$1.39M 0.02%
24,405
-514
281
$1.38M 0.02%
73,860
-36
282
$1.38M 0.02%
19,969
+19
283
$1.37M 0.02%
134,386
+122
284
$1.35M 0.02%
18,153
-768
285
$1.33M 0.02%
12,003
+580
286
$1.32M 0.02%
77,592
-3,302
287
$1.31M 0.02%
21,570
+150
288
$1.3M 0.02%
2,014
-121
289
$1.3M 0.02%
34,293
-23
290
$1.29M 0.02%
19,862
-76
291
$1.29M 0.02%
54,342
+4,617
292
$1.28M 0.02%
7,127
+120
293
$1.28M 0.02%
77,655
+260
294
$1.27M 0.02%
30,977
-732
295
$1.26M 0.02%
11,173
+2,950
296
$1.26M 0.02%
47,169
+293
297
$1.25M 0.02%
4,585
+44
298
$1.25M 0.02%
23,353
-266
299
$1.24M 0.02%
4,207
+184
300
$1.21M 0.02%
53,627
+4,959
10 11
12
13 14