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
551
$1.11M 0.01%
2,600
-86
552
$1.1M 0.01%
6,410
+569
553
$1.1M 0.01%
1,559
+213
554
$1.09M 0.01%
4,810
-895
555
$1.09M 0.01%
3,088
+7
556
$1.08M 0.01%
4,055
-105
557
$1.07M 0.01%
52,227
+4,740
558
$1.06M 0.01%
22,066
+13,800
559
$1.06M 0.01%
34,999
+771
560
$1.06M 0.01%
5,669
+815
561
$1.06M 0.01%
6,574
+27
562
$1.05M 0.01%
112,070
-1,921
563
$1.05M 0.01%
4,235
+908
564
$1.05M 0.01%
+7,326
565
$1.05M 0.01%
19,429
+1,144
566
$1.05M 0.01%
18,202
+993
567
$1.04M 0.01%
8,799
+1,129
568
$1.04M 0.01%
79,923
+50
569
$1.04M 0.01%
22,722
-25
570
$1.02M 0.01%
5,670
+591
571
$1.02M 0.01%
7,549
+5,151
572
$1.02M 0.01%
3,143
+987
573
$1.01M 0.01%
21,003
+425
574
$1.01M 0.01%
6,890
+843
575
$1M 0.01%
5,379
-43
21 22
23
24 25