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
476
$1.49M 0.01%
13,611
+1,943
477
$1.48M 0.01%
15,714
+3,659
478
$1.47M 0.01%
66,829
-5,169
479
$1.45M 0.01%
34,766
+97
480
$1.45M 0.01%
50,589
+98
481
$1.45M 0.01%
4,149
+1,153
482
$1.43M 0.01%
17,842
+14,250
483
$1.43M 0.01%
25,173
-391
484
$1.42M 0.01%
33,478
+89
485
$1.41M 0.01%
52,193
-3,278
486
$1.41M 0.01%
8,154
+1,963
487
$1.41M 0.01%
18,615
+535
488
$1.4M 0.01%
42,698
+6,987
489
$1.39M 0.01%
22,794
+2,553
490
$1.39M 0.01%
20,565
+12,102
491
$1.38M 0.01%
1,313
+146
492
$1.38M 0.01%
27,976
+3,693
493
$1.38M 0.01%
2,940
-1
494
$1.38M 0.01%
14,364
+1,050
495
$1.35M 0.01%
381,476
+1,974
496
$1.35M 0.01%
33,944
+2,081
497
$1.34M 0.01%
7,353
+1,586
498
$1.33M 0.01%
32,952
+1,423
499
$1.33M 0.01%
4,642
+209
500
$1.33M 0.01%
7,434
+1,075
18 19
20
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