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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$77.6M 0.75%
620,923
-25,235
27
$77.4M 0.74%
2,986,289
+402,502
28
$77M 0.74%
1,535,947
+11,404
29
$72.1M 0.69%
175,632
+14,194
30
$70.1M 0.67%
292,578
+9,292
31
$68.6M 0.66%
217,000
+71,272
32
$65.8M 0.63%
728,090
+36,494
33
$63.2M 0.61%
68,976
+16,967
34
$61.7M 0.59%
533,055
+45,597
35
$58.7M 0.56%
2,531,164
-89,900
36
$58M 0.56%
1,405,908
+90,592
37
$57.5M 0.55%
534,179
+75,562
38
$52.8M 0.51%
1,379,025
+214,506
39
$51.1M 0.49%
99,954
+4,801
40
$51M 0.49%
708,920
+697,858
41
$50.3M 0.48%
85,448
-1,625
42
$49.7M 0.48%
127,845
+18,726
43
$49.2M 0.47%
94,571
+5,303
44
$49.1M 0.47%
292,620
+26,338
45
$48.2M 0.46%
600,479
+52,246
46
$48.2M 0.46%
1,450,093
+61,000
47
$48.1M 0.46%
479,680
+107,530
48
$47.1M 0.45%
82,207
+7,977
49
$46.9M 0.45%
1,604,855
+96,953
50
$46.2M 0.44%
204,403
+19,366
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