SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$40K ﹤0.01%
11,000
302
$34K ﹤0.01%
12,500
303
$32K ﹤0.01%
12,238
304
$26K ﹤0.01%
3,200
305
$19K ﹤0.01%
12,794
306
$17K ﹤0.01%
+1,195
307
$15K ﹤0.01%
879
308
$10K ﹤0.01%
12,000
309
– –
-2,441
310
– –
-5,632
311
– –
-8,934
312
– –
-1,654
313
– –
-8,410
314
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-4,298
315
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-14,366
316
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-18,640
317
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-25,945
318
– –
-559
319
– –
-2,364
320
– –
-2,518
321
– –
-2,242
322
– –
-48,320
323
– –
-2,834
324
– –
-4,588
325
– –
-360,000
10 11 12
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