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
526
$496K 0.01%
2,803
-148
527
$496K 0.01%
5,340
+56
528
$495K 0.01%
2,012
529
$491K 0.01%
4,750
+218
530
$490K 0.01%
27,574
+35
531
$489K 0.01%
13,350
-600
532
$485K 0.01%
6,484
-681
533
$481K 0.01%
36,508
+709
534
$480K 0.01%
14,312
-4,580
535
$471K 0.01%
2,922
536
$467K 0.01%
10,452
+1,219
537
$463K 0.01%
21,828
538
$460K 0.01%
3,630
+7
539
$459K 0.01%
+9,220
540
$458K 0.01%
3,486
-170
541
$458K 0.01%
5,356
-32
542
$457K 0.01%
4,192
+206
543
$457K 0.01%
15,808
544
$454K 0.01%
32,376
+4,296
545
$453K 0.01%
11,189
+330
546
$452K 0.01%
4,218
+31
547
$449K 0.01%
8,366
+478
548
$448K 0.01%
+26,883
549
$447K 0.01%
5,929
+199
550
$444K 0.01%
7,795
-351
20 21
22
23 24