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
376
$845K 0.01%
+22,897
377
$843K 0.01%
9,485
+29
378
$837K 0.01%
11,225
-32
379
$837K 0.01%
1,903
+125
380
$835K 0.01%
28,280
381
$831K 0.01%
33,695
+3,647
382
$821K 0.01%
44,927
+5,635
383
$818K 0.01%
6,769
-991
384
$817K 0.01%
2,441
-208
385
$817K 0.01%
17,768
-1,668
386
$815K 0.01%
37,516
-123
387
$811K 0.01%
24,211
-638
388
$810K 0.01%
4,959
+887
389
$809K 0.01%
1,662
+110
390
$808K 0.01%
333,868
+14,478
391
$807K 0.01%
2,822
+39
392
$803K 0.01%
33,109
-298
393
$803K 0.01%
7,154
-456
394
$802K 0.01%
14,702
-1,477
395
$799K 0.01%
10,409
+195
396
$782K 0.01%
1,706
+111
397
$772K 0.01%
1,595
-4
398
$771K 0.01%
33,764
399
$771K 0.01%
21,850
+1,557
400
$770K 0.01%
102,413
+2,147
14 15
16
17 18