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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.5M 0.85%
1,046,250
-127,610
27
$47M 0.82%
463,957
+4,528
28
$46.8M 0.82%
506,519
+504,003
29
$45M 0.79%
1,113,589
+65,456
30
$43.4M 0.76%
159,292
-794
31
$43.1M 0.76%
100,924
-5,117
32
$37.8M 0.66%
813,626
-75,803
33
$37.7M 0.66%
286,305
+21,139
34
$36.5M 0.64%
746,958
+2,699
35
$35.8M 0.63%
83,352
+2,759
36
$35.7M 0.63%
+1,043,879
37
$34M 0.6%
337,879
+50,769
38
$33.3M 0.58%
765,700
+208,610
39
$33.3M 0.58%
310,417
+38,645
40
$32.1M 0.56%
221,342
+3,666
41
$30.9M 0.54%
677,333
+6,376
42
$30.5M 0.54%
605,173
-20,606
43
$30.1M 0.53%
1,151,724
+51,799
44
$29.1M 0.51%
247,817
+18,401
45
$27.5M 0.48%
1,245,705
+76,240
46
$26.3M 0.46%
73,434
+4,494
47
$26.1M 0.46%
1,180,300
-22,912
48
$25.1M 0.44%
471,396
+37,416
49
$24.7M 0.43%
111,478
-116
50
$24.7M 0.43%
325,277
+23,861
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