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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.59M 0.69%
188,196
-414
27
$6.14M 0.65%
365,024
-35,776
28
$6.04M 0.63%
51,407
+7,494
29
$6.03M 0.63%
358,000
-6,566
30
$5.79M 0.61%
195,351
-801
31
$5.55M 0.58%
121,376
+7,589
32
$5.42M 0.57%
57,821
-20,175
33
$5.16M 0.54%
117,849
+493
34
$5.04M 0.53%
95,872
+44
35
$5.02M 0.53%
27,349
+13,058
36
$4.93M 0.52%
279,717
-6,864
37
$4.73M 0.5%
179,294
+3,772
38
$4.65M 0.49%
70,915
+1,117
39
$4.63M 0.49%
30,504
+4,831
40
$4.61M 0.48%
191,994
+715
41
$4.53M 0.48%
17,086
-679
42
$4.3M 0.45%
261,446
-25,836
43
$4.27M 0.45%
+36,723
44
$4.19M 0.44%
35,902
+736
45
$4.17M 0.44%
62,456
+1,976
46
$4.03M 0.42%
+88,130
47
$4M 0.42%
39,133
+20,811
48
$4M 0.42%
139,267
+17,175
49
$3.81M 0.4%
+195,324
50
$3.77M 0.4%
14,345
-1,486
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