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
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.7M
3
+$4.33M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.88M
5
ATI icon
ATI
ATI
+$2.63M

Top Sells

1
+$17.6M
2
+$7.39M
3
+$2.87M
4
CHRW icon
C.H. Robinson
CHRW
+$2.45M
5
DLTR icon
Dollar Tree
DLTR
+$2.36M

Sector Composition

1 Technology 5.83%
2 Financials 4.95%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.22M 0.62%
198,804
-2,478
27
$6.11M 0.61%
38,428
+265
28
$6.01M 0.6%
83,024
-1,230
29
$5.96M 0.59%
201,454
+408
30
$5.81M 0.58%
179,950
-2,572
31
$5.8M 0.58%
162,773
+8,241
32
$5.61M 0.56%
119,152
-111
33
$5.23M 0.52%
17,860
+805
34
$5.21M 0.52%
278,535
-1,449
35
$5.14M 0.51%
187,286
-4,056
36
$4.85M 0.48%
29,443
+695
37
$4.8M 0.48%
185,440
+60,466
38
$4.77M 0.47%
74,788
+2,220
39
$4.76M 0.47%
31,898
+705
40
$4.73M 0.47%
98,317
+1,967
41
$4.51M 0.45%
27,448
+219
42
$4.39M 0.44%
66,554
+1,974
43
$4.38M 0.44%
43,581
+2,465
44
$4.33M 0.43%
+98,205
45
$4.33M 0.43%
14,883
+739
46
$4.3M 0.43%
225,664
+1,040
47
$4.09M 0.41%
84,487
+21,892
48
$3.98M 0.4%
387,952
+196,632
49
$3.89M 0.39%
34,521
-726
50
$3.74M 0.37%
94,704
+2,926
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