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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.21M 0.02%
51,532
-14,936
302
$1.21M 0.02%
52,342
+786
303
$1.21M 0.02%
30,490
+75
304
$1.18M 0.02%
4,140
+29
305
$1.17M 0.02%
9,061
+2,497
306
$1.16M 0.02%
16,728
-231
307
$1.16M 0.02%
48,348
-14,484
308
$1.15M 0.02%
15,174
-31
309
$1.15M 0.02%
11,022
-3,609
310
$1.14M 0.02%
5,823
+15
311
$1.14M 0.02%
8,167
+804
312
$1.13M 0.02%
21,047
-168
313
$1.12M 0.02%
32,783
-4,939
314
$1.1M 0.02%
9,543
-195
315
$1.09M 0.02%
4,723
+562
316
$1.08M 0.02%
10,551
-370
317
$1.08M 0.02%
11,193
-1,124
318
$1.08M 0.02%
424
-28
319
$1.07M 0.02%
105,201
+827
320
$1.07M 0.02%
6,103
+116
321
$1.07M 0.02%
15,025
-320
322
$1.07M 0.02%
21,311
-8,928
323
$1.06M 0.02%
17,530
+581
324
$1.05M 0.02%
18,010
+557
325
$1.05M 0.02%
23,996
-1,614
11 12
13
14 15