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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.08M 0.04%
126,446
+11,923
277
$4.08M 0.04%
52,724
+1,862
278
$4.02M 0.04%
78,132
+2,612
279
$4.01M 0.04%
20,469
+5,664
280
$4M 0.04%
52,087
+1,474
281
$4M 0.04%
46,457
-2,170
282
$3.99M 0.04%
7,008
+414
283
$3.96M 0.04%
75,720
+33,457
284
$3.96M 0.04%
93,227
-2,188
285
$3.91M 0.04%
45,690
+3,448
286
$3.87M 0.04%
18,826
-322
287
$3.87M 0.04%
27,066
+1,462
288
$3.85M 0.04%
35,755
+7,319
289
$3.85M 0.04%
34,878
+290
290
$3.84M 0.04%
100,076
+5,348
291
$3.81M 0.04%
15,157
+1,419
292
$3.76M 0.04%
+87,240
293
$3.73M 0.04%
16,147
-6,167
294
$3.72M 0.04%
17,676
+1,227
295
$3.71M 0.04%
114,671
+10,058
296
$3.67M 0.04%
41,510
-4,705
297
$3.66M 0.04%
47,841
+3,161
298
$3.65M 0.04%
8,211
+54
299
$3.64M 0.04%
67,118
+39,549
300
$3.62M 0.03%
39,688
-43,202
10 11
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