SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
501
$532K 0.01%
6,049
-2,100
502
$532K 0.01%
9,820
-47
503
$529K 0.01%
7,768
-315
504
$527K 0.01%
2,676
-298
505
$527K 0.01%
6,081
-276
506
$526K 0.01%
6,189
-122,707
507
$525K 0.01%
9,067
+427
508
$525K 0.01%
2,043
+45
509
$525K 0.01%
15,002
+445
510
$523K 0.01%
5,040
-383
511
$522K 0.01%
48,519
+2,209
512
$522K 0.01%
6,372
+119
513
$519K 0.01%
2,857
-123
514
$517K 0.01%
9,360
-637
515
$516K 0.01%
2,964
-492
516
$516K 0.01%
4,472
-551
517
$514K 0.01%
9,609
-609
518
$513K 0.01%
24,836
519
$511K 0.01%
6,922
+45
520
$509K 0.01%
3,859
+173
521
$503K 0.01%
13,484
+80
522
$502K 0.01%
3,741
+26
523
$502K 0.01%
21,509
+1,578
524
$501K 0.01%
10,263
-582
525
$499K 0.01%
15,889
+3,316
19 20
21
22 23