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
426
$1.82M 0.02%
13,582
+267
427
$1.82M 0.02%
9,530
-3,343
428
$1.81M 0.02%
70,943
+270
429
$1.8M 0.02%
21,281
+1,435
430
$1.79M 0.02%
102,663
+13,477
431
$1.78M 0.02%
917
+33
432
$1.78M 0.02%
+6,429
433
$1.78M 0.02%
5,630
+258
434
$1.77M 0.02%
83,569
-12,941
435
$1.76M 0.02%
15,980
+80
436
$1.76M 0.02%
14,468
-2,434
437
$1.74M 0.02%
6,316
+1,368
438
$1.73M 0.02%
3,651
+424
439
$1.73M 0.02%
16,357
-199,840
440
$1.72M 0.02%
2,898
+1,171
441
$1.72M 0.02%
8,837
+861
442
$1.72M 0.02%
5,935
+1,089
443
$1.72M 0.02%
85,683
+13,961
444
$1.71M 0.02%
8,432
+2,310
445
$1.71M 0.02%
34,040
+4,071
446
$1.7M 0.02%
77,691
+1,860
447
$1.7M 0.02%
15,398
+326
448
$1.68M 0.02%
15,253
-2,480
449
$1.68M 0.02%
8,718
+709
450
$1.68M 0.02%
25,315
+10,028
16 17
18
19 20