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
326
$210K 0.02%
1,185
+95
327
$208K 0.02%
2,950
+76
328
$207K 0.02%
+32,000
329
$203K 0.02%
8,797
330
$203K 0.02%
4,248
+168
331
$190K 0.01%
18,348
-26,615
332
$181K 0.01%
13,123
-1,058
333
$176K 0.01%
46,135
-3,026
334
$173K 0.01%
+49,150
335
$155K 0.01%
11,112
+1,000
336
$155K 0.01%
+18,728
337
$151K 0.01%
+10,077
338
$148K 0.01%
10,077
339
$142K 0.01%
+10,000
340
$126K 0.01%
+14,025
341
$124K 0.01%
38,460
342
$120K 0.01%
37,291
343
$117K 0.01%
+25,000
344
$116K 0.01%
+5,586
345
$114K 0.01%
24,066
+1,370
346
$111K 0.01%
+19,714
347
$108K 0.01%
+32,892
348
$96K 0.01%
11,277
-448
349
$94K 0.01%
+10,000
350
$90K 0.01%
29,535
-11,839
12 13
14
15 16