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
351
$948K 0.02%
55,392
+3,252
352
$942K 0.02%
14,715
+539
353
$939K 0.02%
13,653
-633
354
$939K 0.02%
2,971
+22
355
$937K 0.02%
4,502
-146
356
$936K 0.02%
38,614
+1,366
357
$932K 0.02%
3,604
+50
358
$929K 0.02%
23,532
+38
359
$923K 0.02%
246,831
+9,760
360
$923K 0.02%
20,372
+369
361
$922K 0.02%
68,965
+755
362
$922K 0.02%
13,959
+550
363
$912K 0.02%
11,267
-80
364
$909K 0.02%
9,160
-1,433
365
$909K 0.02%
22,040
-371
366
$901K 0.02%
15,457
+1,036
367
$900K 0.02%
611
-16
368
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3,850
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369
$867K 0.02%
15,551
-325
370
$866K 0.02%
4,742
+41
371
$862K 0.02%
9,203
-113,682
372
$861K 0.02%
1,752
+46
373
$861K 0.02%
6,353
-1,543
374
$857K 0.02%
3,541
375
$848K 0.01%
100,000
-216,535
13 14
15
16 17