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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$73K 0.01%
1,600
+480
302
$62K 0.01%
1,000
-180
303
$46K ﹤0.01%
11,000
304
$29K ﹤0.01%
12,238
305
$26K ﹤0.01%
3,200
306
$23K ﹤0.01%
12,500
307
$22K ﹤0.01%
2,131
+936
308
$20K ﹤0.01%
+256
309
$19K ﹤0.01%
12,794
310
$14K ﹤0.01%
879
311
$9K ﹤0.01%
+14,634
312
– –
-1,714
313
– –
-12,000
314
– –
-16,870
315
– –
-13,115
316
– –
-8,775
317
– –
-6,520
318
– –
-3,163
319
– –
-5,040
320
– –
-92,613
321
– –
-9,630
322
– –
-10,444
323
– –
-4,475
324
– –
-8,300
325
– –
-226,499
10 11 12
13
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