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
451
$1.68M 0.02%
2,661
+603
452
$1.67M 0.02%
9,096
-213,240
453
$1.66M 0.02%
55,890
-240
454
$1.66M 0.02%
13,003
-3,203
455
$1.66M 0.02%
16,018
+2,071
456
$1.65M 0.02%
516
-26
457
$1.65M 0.02%
38,380
458
$1.64M 0.02%
2,730
+412
459
$1.64M 0.02%
31,669
+25,031
460
$1.62M 0.02%
80,139
+5,325
461
$1.62M 0.02%
21,166
+899
462
$1.61M 0.02%
7,174
+544
463
$1.6M 0.02%
54,163
+4,095
464
$1.59M 0.02%
61,373
+151
465
$1.58M 0.02%
21,770
+1,434
466
$1.58M 0.02%
34,835
+841
467
$1.57M 0.02%
22,556
+3,774
468
$1.55M 0.01%
13,210
+1,442
469
$1.55M 0.01%
26,950
-281,334
470
$1.54M 0.01%
66,969
+1,809
471
$1.53M 0.01%
10,289
-4
472
$1.52M 0.01%
35,097
+616
473
$1.52M 0.01%
28,784
474
$1.5M 0.01%
4,976
+1,438
475
$1.49M 0.01%
11,583
-644
17 18
19
20 21