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
351
$2.69M 0.03%
52,665
+5,464
352
$2.69M 0.03%
27,642
+523
353
$2.64M 0.03%
84,457
-561,310
354
$2.62M 0.03%
6,246
+357
355
$2.61M 0.03%
33,877
+55
356
$2.6M 0.03%
48,714
-7,255
357
$2.59M 0.02%
15,577
+1,628
358
$2.57M 0.02%
32,720
+19,509
359
$2.54M 0.02%
8,472
+1,710
360
$2.53M 0.02%
17,562
+426
361
$2.51M 0.02%
113,797
+1,417
362
$2.45M 0.02%
28,738
+3,070
363
$2.45M 0.02%
30,975
+480
364
$2.41M 0.02%
19,467
+2,026
365
$2.39M 0.02%
93,828
+51,084
366
$2.39M 0.02%
22,546
+23
367
$2.38M 0.02%
29,032
-5,780
368
$2.37M 0.02%
3,423
+502
369
$2.36M 0.02%
85,060
+5,476
370
$2.34M 0.02%
14,020
-6,093
371
$2.32M 0.02%
9,996
+845
372
$2.32M 0.02%
39,599
+5,427
373
$2.31M 0.02%
16,554
+1,193
374
$2.3M 0.02%
25,286
+4,894
375
$2.28M 0.02%
92,296
+3,512
13 14
15
16 17