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
351
$78K 0.01%
33,709
+3,424
352
$73K 0.01%
+16,012
353
$71K 0.01%
+14,415
354
$60K ﹤0.01%
+2,960
355
$57K ﹤0.01%
1,149
+49
356
$57K ﹤0.01%
68,721
357
$56K ﹤0.01%
+15,500
358
$49K ﹤0.01%
+11,586
359
$48K ﹤0.01%
14,245
-2,370
360
$44K ﹤0.01%
+19,579
361
$35K ﹤0.01%
+11,361
362
$24K ﹤0.01%
+1,000
363
$21K ﹤0.01%
+11,915
364
$15K ﹤0.01%
140
+7
365
$4K ﹤0.01%
+208
366
$2K ﹤0.01%
+10,000
367
– –
-806
368
– –
-1,209
369
– –
-172,590
370
– –
-246
371
– –
-94,172
372
– –
-2,604
373
– –
-2,149
374
– –
-5,089
375
– –
-4,150
13 14
15
16 17