SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
576
$405K 0.01%
156,897
+3,126
577
$400K 0.01%
19,203
+2,784
578
$400K 0.01%
7,238
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$400K 0.01%
2,045
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580
$399K 0.01%
2,396
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581
$399K 0.01%
7,149
+343
582
$397K 0.01%
46,747
-162
583
$396K 0.01%
3,545
-206
584
$396K 0.01%
3,643
+56
585
$396K 0.01%
5,146
+75
586
$395K 0.01%
1,940
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587
$394K 0.01%
2,004
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588
$392K 0.01%
4,135
+55
589
$392K 0.01%
3,628
+558
590
$391K 0.01%
33,859
591
$391K 0.01%
283
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592
$389K 0.01%
5,737
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593
$388K 0.01%
18,645
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594
$386K 0.01%
10,435
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595
$385K 0.01%
3,066
-14
596
$385K 0.01%
3,667
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597
$381K 0.01%
5,136
+20
598
$381K 0.01%
7,639
-1,005
599
$380K 0.01%
870
+6
600
$380K 0.01%
20,225
-110
22 23
24
25 26