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
326
$1.05M 0.02%
7,993
+20
327
$1.04M 0.02%
33,989
+6,088
328
$1.04M 0.02%
20,859
-661
329
$1.03M 0.02%
6,234
+142
330
$1.03M 0.02%
2,342
+132
331
$1.02M 0.02%
2,460
-33
332
$1.02M 0.02%
2,928
+199
333
$1.01M 0.02%
24,042
-1,061
334
$1M 0.02%
22,063
+26
335
$1M 0.02%
32,635
+1,571
336
$998K 0.02%
25,768
+810
337
$990K 0.02%
39,922
-7,360
338
$987K 0.02%
1,199
-1
339
$979K 0.02%
11,290
+551
340
$977K 0.02%
29,627
-654
341
$974K 0.02%
1,341
+17
342
$973K 0.02%
9,198
-4,082
343
$971K 0.02%
17,435
+3,125
344
$970K 0.02%
81,683
+6
345
$965K 0.02%
18,269
+934
346
$963K 0.02%
2,922
+165
347
$960K 0.02%
14,593
-413
348
$957K 0.02%
33,433
-7,948
349
$953K 0.02%
7,765
+22
350
$949K 0.02%
5,949
-121
12 13
14
15 16