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
326
$2.99M 0.03%
47,766
+2,741
327
$2.96M 0.03%
19,650
+941
328
$2.96M 0.03%
42,077
+2,745
329
$2.95M 0.03%
41,264
+933
330
$2.92M 0.03%
5,855
+279
331
$2.9M 0.03%
26,353
-10,724
332
$2.89M 0.03%
25,929
+2,064
333
$2.86M 0.03%
47,404
-5,073
334
$2.85M 0.03%
78,201
+9,833
335
$2.84M 0.03%
11,787
+1,446
336
$2.81M 0.03%
118,875
+249
337
$2.81M 0.03%
13,242
+811
338
$2.79M 0.03%
1,617
+50
339
$2.78M 0.03%
34,859
-37,369
340
$2.78M 0.03%
11,290
+258
341
$2.76M 0.03%
20,073
-568
342
$2.76M 0.03%
101,569
+6,353
343
$2.76M 0.03%
25,394
+1,268
344
$2.75M 0.03%
14,277
+758
345
$2.75M 0.03%
43,114
+5,853
346
$2.74M 0.03%
9,731
+478
347
$2.73M 0.03%
1,605
+114
348
$2.72M 0.03%
31,670
+151
349
$2.71M 0.03%
54,815
+1,575
350
$2.7M 0.03%
30,271
+3,879
12 13
14
15 16