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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.4M 0.55%
264,057
+10,761
27
$6.55M 0.48%
110,933
-7,413
28
$6.47M 0.48%
269,745
-33,838
29
$6.15M 0.45%
105,820
+2,380
30
$6.04M 0.45%
23,433
+3,492
31
$6.02M 0.44%
23,290
+2,217
32
$5.93M 0.44%
30,492
-199
33
$5.77M 0.43%
448,192
+46,396
34
$5.77M 0.43%
40,068
-352
35
$5.61M 0.41%
563,552
+117,440
36
$5.55M 0.41%
37,516
+428
37
$5.42M 0.4%
367,032
-5,328
38
$5.27M 0.39%
27,682
+4,977
39
$5.24M 0.39%
48,266
+16,401
40
$5.12M 0.38%
17,881
-415
41
$4.91M 0.36%
237,085
+16,326
42
$4.79M 0.35%
80,716
-3,675
43
$4.35M 0.32%
126,402
-8,202
44
$4.15M 0.31%
+29,679
45
$4.15M 0.31%
36,234
+3,917
46
$4.09M 0.3%
107,952
+6,090
47
$4.03M 0.3%
54,999
+28,518
48
$4M 0.3%
21,402
+240
49
$3.9M 0.29%
31,555
+3,328
50
$3.72M 0.27%
168,807
+15,962
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