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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.58M 0.03%
6,729
+1,226
302
$3.56M 0.03%
18,067
+20
303
$3.51M 0.03%
7,239
+1,223
304
$3.48M 0.03%
34,727
+11,927
305
$3.46M 0.03%
186,808
+14,620
306
$3.41M 0.03%
31,209
+111
307
$3.37M 0.03%
32,891
+586
308
$3.37M 0.03%
137,156
+5,293
309
$3.36M 0.03%
29,532
+1,236
310
$3.35M 0.03%
47,413
+44,040
311
$3.35M 0.03%
12,009
+956
312
$3.33M 0.03%
56,270
-2,997
313
$3.31M 0.03%
110,924
+2,216
314
$3.28M 0.03%
62,432
+15,346
315
$3.25M 0.03%
7,026
+1,120
316
$3.23M 0.03%
72,016
-1,481
317
$3.23M 0.03%
14,653
+398
318
$3.23M 0.03%
18,196
+1,927
319
$3.2M 0.03%
38,040
+2,041
320
$3.2M 0.03%
18,391
-781
321
$3.19M 0.03%
46,853
+2,793
322
$3.12M 0.03%
64,683
+3,992
323
$3.03M 0.03%
10,355
+1,423
324
$3.01M 0.03%
8,495
+329
325
$3M 0.03%
27,150
+3,482
11 12
13
14 15