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
576
$1M 0.01%
22,876
+4,205
577
$1M 0.01%
5,812
+1,354
578
$999K 0.01%
502
+85
579
$998K 0.01%
86,594
+2,399
580
$991K 0.01%
2,706
-730
581
$984K 0.01%
16,271
+997
582
$983K 0.01%
22,896
-419
583
$975K 0.01%
14,362
+23
584
$975K 0.01%
96,846
+3,179
585
$967K 0.01%
1,635
+801
586
$963K 0.01%
2,070
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587
$963K 0.01%
7,442
-3,266
588
$949K 0.01%
25,215
+2,984
589
$948K 0.01%
15,306
+1,205
590
$946K 0.01%
48,294
+1,102
591
$942K 0.01%
7,656
+22
592
$940K 0.01%
30,606
+5,394
593
$934K 0.01%
10,867
594
$934K 0.01%
24,817
-23
595
$929K 0.01%
108,744
596
$925K 0.01%
8,684
+4,422
597
$924K 0.01%
2,066
+845
598
$923K 0.01%
3,076
+218
599
$921K 0.01%
2,754
+523
600
$911K 0.01%
9,846
+201
22 23
24
25 26