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
376
$2.28M 0.02%
39,764
-498
377
$2.27M 0.02%
15,346
+742
378
$2.25M 0.02%
10,701
-72
379
$2.24M 0.02%
40,809
-4
380
$2.23M 0.02%
18,218
+1,070
381
$2.22M 0.02%
15,008
382
$2.21M 0.02%
40,891
+4,432
383
$2.21M 0.02%
101,634
+733
384
$2.2M 0.02%
15,775
+311
385
$2.19M 0.02%
37,529
-1,697
386
$2.18M 0.02%
41,070
+10,046
387
$2.18M 0.02%
220,015
-41,647
388
$2.15M 0.02%
23,326
+466
389
$2.15M 0.02%
19,712
+88
390
$2.14M 0.02%
5,804
-861
391
$2.09M 0.02%
6,119
-183
392
$2.09M 0.02%
20,261
-1,291
393
$2.08M 0.02%
79,375
-3,983
394
$2.08M 0.02%
16,403
-212
395
$2.05M 0.02%
78,638
-3,837
396
$2.05M 0.02%
77,658
+6,891
397
$2.04M 0.02%
51,158
+2,848
398
$2.04M 0.02%
2,160
+135
399
$2.03M 0.02%
14,752
+10,694
400
$2.02M 0.02%
5,477
+454
14 15
16
17 18