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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$245K 0.02%
1,548
302
$242K 0.02%
2,066
+235
303
$241K 0.02%
5,272
304
$241K 0.02%
1,838
+91
305
$240K 0.02%
+28,851
306
$239K 0.02%
6,980
+784
307
$238K 0.02%
+100,950
308
$237K 0.02%
+1,978
309
$237K 0.02%
2,910
-63
310
$236K 0.02%
7,142
311
$234K 0.02%
10,392
-1,792
312
$229K 0.02%
9,762
+326
313
$229K 0.02%
+11,036
314
$225K 0.02%
3,141
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315
$223K 0.02%
13,620
+1,364
316
$222K 0.02%
+34,823
317
$219K 0.02%
+6,455
318
$217K 0.02%
4,510
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319
$215K 0.02%
2,395
+48
320
$215K 0.02%
+1,609
321
$213K 0.02%
2,317
-89
322
$213K 0.02%
9,000
-17,030
323
$212K 0.02%
3,369
-300
324
$212K 0.02%
5,817
-522
325
$211K 0.02%
5,680
11 12
13
14 15