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
326
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-14,435
327
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-1,453
328
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-8,279
329
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-3,552
330
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-7,807
331
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-8,551
332
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-14,961
333
– –
-2,908
334
– –
-13,896
335
– –
-4,294
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