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
551
$440K 0.01%
4,063
-691
552
$440K 0.01%
1,924
-107
553
$439K 0.01%
10,195
+632
554
$438K 0.01%
19,975
-1,750
555
$438K 0.01%
6,329
+15
556
$434K 0.01%
2,170
-208
557
$431K 0.01%
2,816
+21
558
$431K 0.01%
969
+17
559
$431K 0.01%
1,049
+54
560
$426K 0.01%
10,847
+1,570
561
$426K 0.01%
16,809
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562
$421K 0.01%
26,079
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563
$420K 0.01%
111,819
+1,880
564
$419K 0.01%
2,536
+8
565
$416K 0.01%
12,106
+296
566
$416K 0.01%
3,176
-153
567
$415K 0.01%
2,131
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568
$413K 0.01%
6,712
-452
569
$413K 0.01%
6,559
-885
570
$412K 0.01%
4,414
+268
571
$410K 0.01%
7,330
-757
572
$407K 0.01%
4,114
+1,128
573
$405K 0.01%
2,270
574
$405K 0.01%
6,461
+116
575
$405K 0.01%
57,671
21 22
23
24 25