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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.43M 0.68%
89,796
+2,338
27
$6.27M 0.66%
135,845
+2,177
28
$6.21M 0.65%
364,566
+3,180
29
$5.93M 0.63%
400,800
30
$5.78M 0.61%
110,097
+5,069
31
$5.75M 0.61%
62,509
+968
32
$5.71M 0.6%
384,524
+63,454
33
$5.53M 0.58%
74,341
+4,259
34
$5.38M 0.57%
113,787
+5,539
35
$5.34M 0.56%
43,913
-865
36
$5.25M 0.55%
191,279
-6,678
37
$5.22M 0.55%
286,581
-3,087
38
$5.15M 0.54%
117,356
+3,010
39
$5.03M 0.53%
95,828
+3,183
40
$4.79M 0.5%
+287,282
41
$4.78M 0.5%
17,765
+2,238
42
$4.63M 0.49%
69,798
+2,719
43
$4.54M 0.48%
175,522
-696
44
$4.43M 0.47%
13,896
+614
45
$4.36M 0.46%
50,962
+5,203
46
$4.28M 0.45%
204,538
+21,852
47
$4.22M 0.45%
15,831
-1,090
48
$4.11M 0.43%
35,166
+1,686
49
$4.1M 0.43%
92,613
+5,578
50
$3.96M 0.42%
60,480
+3,047
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