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
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.7M
3
+$4.33M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.88M
5
ATI icon
ATI
ATI
+$2.63M

Top Sells

1
+$17.6M
2
+$7.39M
3
+$2.87M
4
CHRW icon
C.H. Robinson
CHRW
+$2.45M
5
DLTR icon
Dollar Tree
DLTR
+$2.36M

Sector Composition

1 Technology 5.83%
2 Financials 4.95%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$193K 0.02%
20,854
-5,107
302
$191K 0.02%
11,500
303
$170K 0.02%
82,810
+33,775
304
$160K 0.02%
3,912
-265
305
$156K 0.02%
10,190
306
$146K 0.01%
10,018
307
$143K 0.01%
26,135
-2,394
308
$137K 0.01%
2,600
+1,000
309
$111K 0.01%
+24,313
310
$106K 0.01%
12,520
-1,109
311
$89K 0.01%
10,000
312
$82K 0.01%
+972
313
$63K 0.01%
1,000
314
$55K 0.01%
22,595
315
$25K ﹤0.01%
2,131
316
$21K ﹤0.01%
13,068
317
$21K ﹤0.01%
12,500
318
$21K ﹤0.01%
287
-42
319
$17K ﹤0.01%
2,516
-684
320
$16K ﹤0.01%
10,694
-2,100
321
– –
0
322
$9K ﹤0.01%
1,253
+503
323
– –
-12,238
324
– –
-14,634
325
– –
-3,653
10 11 12
13
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