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
451
$613K 0.01%
20,380
452
$610K 0.01%
18,866
+1,428
453
$610K 0.01%
+5,066
454
$608K 0.01%
18,082
+315
455
$606K 0.01%
1,326
-62
456
$605K 0.01%
3,732
-15,010
457
$605K 0.01%
16,828
-1,370
458
$604K 0.01%
7,516
+118
459
$602K 0.01%
18,919
-12,326
460
$602K 0.01%
32,761
+885
461
$602K 0.01%
8,735
+131
462
$601K 0.01%
3,005
+273
463
$601K 0.01%
5,459
+102
464
$599K 0.01%
18,322
+108
465
$595K 0.01%
21,695
+1,231
466
$593K 0.01%
4,014
+63
467
$592K 0.01%
18,896
468
$590K 0.01%
5,408
-254
469
$583K 0.01%
32,714
+1,580
470
$580K 0.01%
2,858
+555
471
$578K 0.01%
6,693
+32
472
$576K 0.01%
10,068
+179
473
$574K 0.01%
11,976
-2,957
474
$573K 0.01%
6,255
+1,248
475
$573K 0.01%
+27,144
17 18
19
20 21