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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.1M 0.71%
371,406
+92,871
27
$5.99M 0.69%
79,820
+52,180
28
$5.73M 0.66%
216,502
+31,062
29
$5.46M 0.63%
39,902
+1,474
30
$5.32M 0.62%
47,942
+24,134
31
$5.26M 0.61%
101,560
+79,300
32
$4.97M 0.57%
50,151
+6,570
33
$4.89M 0.57%
84,758
+1,734
34
$4.66M 0.54%
201,878
+424
35
$4.65M 0.54%
18,493
+633
36
$4.62M 0.53%
48,476
+21,762
37
$4.61M 0.53%
95,644
+11,157
38
$4.43M 0.51%
+24,885
39
$4.36M 0.5%
32,567
-5,510
40
$4.24M 0.49%
34,995
+474
41
$4.19M 0.49%
16,781
+1,898
42
$4.14M 0.48%
30,242
+799
43
$4.05M 0.47%
68,710
+30,888
44
$4.05M 0.47%
61,860
+56,437
45
$3.99M 0.46%
99,626
+1,421
46
$3.81M 0.44%
77,196
+2,408
47
$3.76M 0.43%
172,516
+83,678
48
$3.71M 0.43%
431,200
+43,248
49
$3.58M 0.41%
236,148
+10,484
50
$3.54M 0.41%
161,833
-18,117
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