SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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 4.96%
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
326
– –
-3,414
327
– –
-8,399
328
– –
-1,861
329
– –
-3,656
330
– –
-3,749
331
– –
-3,818
332
– –
-2,565
333
– –
-6,200
334
– –
-2,899
335
– –
-12,114
336
– –
-3,653
337
– –
-14,634
338
– –
-12,238
339
– –
-7,980
10 11 12 13
14