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
426
$683K 0.01%
13,249
-308
427
$681K 0.01%
13,319
+510
428
$677K 0.01%
17,733
-19,702
429
$674K 0.01%
3,367
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430
$669K 0.01%
9,663
-3,700
431
$660K 0.01%
3,071
+26
432
$658K 0.01%
1,283
+506
433
$654K 0.01%
8,487
+482
434
$653K 0.01%
19,612
-45
435
$650K 0.01%
15,482
+1,622
436
$649K 0.01%
15,066
+148
437
$646K 0.01%
5,801
+1,088
438
$641K 0.01%
927
+15
439
$638K 0.01%
2,725
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440
$634K 0.01%
3,142
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441
$632K 0.01%
4,043
-217
442
$629K 0.01%
15,308
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443
$629K 0.01%
17,373
+146
444
$628K 0.01%
2,862
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445
$628K 0.01%
11,120
-8,626
446
$627K 0.01%
15,990
-5,721
447
$623K 0.01%
9,133
+2,273
448
$621K 0.01%
7,949
-213
449
$621K 0.01%
77,113
+3,704
450
$621K 0.01%
6,295
-88,293
16 17
18
19 20