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
401
$767K 0.01%
4,580
-237
402
$759K 0.01%
10,195
+114
403
$752K 0.01%
8,604
-145
404
$745K 0.01%
3,914
+191
405
$744K 0.01%
370,000
+50,000
406
$741K 0.01%
3,705
+209
407
$738K 0.01%
1,687
+15
408
$735K 0.01%
1,905
-98
409
$733K 0.01%
22,735
+338
410
$733K 0.01%
9,748
-445
411
$731K 0.01%
4,063
+256
412
$731K 0.01%
17,011
-1,142
413
$723K 0.01%
2,878
+20
414
$720K 0.01%
+17,379
415
$715K 0.01%
4,764
+107
416
$714K 0.01%
+23,104
417
$714K 0.01%
15,702
+3,152
418
$709K 0.01%
5,169
-1,347
419
$703K 0.01%
30,567
+99
420
$700K 0.01%
71,027
+3,502
421
$696K 0.01%
98,593
+7,605
422
$694K 0.01%
1,511
+59
423
$693K 0.01%
16,562
424
$690K 0.01%
5,444
+28
425
$689K 0.01%
7,272
-317
15 16
17
18 19