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
476
$571K 0.01%
4,625
-495
477
$571K 0.01%
2,558
+33
478
$570K 0.01%
11,954
-2,325
479
$569K 0.01%
4,384
+328
480
$569K 0.01%
15,692
+1,585
481
$568K 0.01%
21,459
-1,884
482
$567K 0.01%
16,225
483
$567K 0.01%
15,011
+552
484
$565K 0.01%
5,593
+3
485
$563K 0.01%
10,132
486
$563K 0.01%
3,762
-1,179
487
$558K 0.01%
4,189
+146
488
$558K 0.01%
2,726
-34
489
$557K 0.01%
2,047
+40
490
$548K 0.01%
14,210
-764
491
$548K 0.01%
7,851
+21
492
$547K 0.01%
66,042
+32,734
493
$543K 0.01%
16,112
-162
494
$543K 0.01%
12,725
+471
495
$538K 0.01%
10,059
+4
496
$538K 0.01%
17,697
+73
497
$535K 0.01%
8,411
-173
498
$534K 0.01%
12,121
+341
499
$534K 0.01%
6,843
+72
500
$533K 0.01%
3,967
+520
18 19
20
21 22