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
501
$1.31M 0.01%
83,229
+5,014
502
$1.3M 0.01%
27,439
+5,220
503
$1.3M 0.01%
12,313
-2,017
504
$1.3M 0.01%
2,492
-2,438
505
$1.3M 0.01%
10,565
-38
506
$1.29M 0.01%
+54,909
507
$1.29M 0.01%
13,961
-62
508
$1.29M 0.01%
25,840
+44
509
$1.29M 0.01%
8,503
+1,198
510
$1.28M 0.01%
13,746
-8,229
511
$1.28M 0.01%
51,678
-12,702
512
$1.27M 0.01%
+21,781
513
$1.26M 0.01%
23,621
-83,142
514
$1.25M 0.01%
35,133
+474
515
$1.25M 0.01%
1,749
+9
516
$1.24M 0.01%
477,883
+10,000
517
$1.24M 0.01%
5,615
+654
518
$1.24M 0.01%
28,920
+1,949
519
$1.24M 0.01%
10,442
+2,461
520
$1.23M 0.01%
85,120
+2,069
521
$1.22M 0.01%
275,889
+5,138
522
$1.22M 0.01%
14,881
+2,143
523
$1.21M 0.01%
5,163
+1,086
524
$1.21M 0.01%
7,374
+1,108
525
$1.21M 0.01%
15,942
+1,863
19 20
21
22 23