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
526
$1.2M 0.01%
13,496
+961
527
$1.18M 0.01%
11,311
+177
528
$1.18M 0.01%
32,565
+5,152
529
$1.18M 0.01%
51,976
+27,283
530
$1.18M 0.01%
8,986
+1,325
531
$1.17M 0.01%
41,624
+2,062
532
$1.17M 0.01%
+20,191
533
$1.17M 0.01%
2,951
+252
534
$1.17M 0.01%
3,952
+488
535
$1.16M 0.01%
20,196
+3,670
536
$1.16M 0.01%
102,442
-47
537
$1.16M 0.01%
15,037
+6,510
538
$1.15M 0.01%
23,938
+1,259
539
$1.15M 0.01%
16,885
+2,188
540
$1.15M 0.01%
6,530
+551
541
$1.15M 0.01%
9,131
+1,307
542
$1.15M 0.01%
4,869
-629
543
$1.14M 0.01%
30,050
+140
544
$1.14M 0.01%
11,468
-5,845
545
$1.13M 0.01%
65,712
+5,231
546
$1.12M 0.01%
27,076
+177
547
$1.12M 0.01%
14,340
+1,123
548
$1.11M 0.01%
13,143
+748
549
$1.11M 0.01%
1,805
+94
550
$1.11M 0.01%
33,969
+2,367
20 21
22
23 24