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
401
$2.01M 0.02%
34,774
+2,592
402
$2.01M 0.02%
64,032
+19,342
403
$2.01M 0.02%
57,911
+7,487
404
$2M 0.02%
8,923
+801
405
$1.99M 0.02%
15,096
+1,419
406
$1.98M 0.02%
16,410
+691
407
$1.97M 0.02%
4,638
+276
408
$1.96M 0.02%
18,454
+247
409
$1.95M 0.02%
31,109
-976
410
$1.93M 0.02%
4,433
+414
411
$1.92M 0.02%
62,168
+16,029
412
$1.91M 0.02%
144,931
+167
413
$1.9M 0.02%
31,814
+341
414
$1.9M 0.02%
51,616
415
$1.9M 0.02%
7,485
+1,186
416
$1.89M 0.02%
7,172
+183
417
$1.89M 0.02%
28,894
-1,372
418
$1.89M 0.02%
9,880
+379
419
$1.87M 0.02%
38,367
+360
420
$1.85M 0.02%
58,092
+24,542
421
$1.85M 0.02%
30,679
+6,008
422
$1.85M 0.02%
41,157
-6,551
423
$1.83M 0.02%
7,417
+428
424
$1.83M 0.02%
15,190
+889
425
$1.83M 0.02%
59,557
+3,688
15 16
17
18 19