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
601
$379K 0.01%
7,651
602
$377K 0.01%
24,374
+1,353
603
$377K 0.01%
9,173
+159
604
$377K 0.01%
340
+12
605
$375K 0.01%
5,407
-19
606
$375K 0.01%
3,490
-38
607
$373K 0.01%
3,806
+228
608
$372K 0.01%
6,142
-293
609
$370K 0.01%
11,273
+389
610
$369K 0.01%
7,549
+86
611
$368K 0.01%
9,109
+13
612
$366K 0.01%
6,618
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613
$364K 0.01%
10,646
-3,244
614
$363K 0.01%
10,771
+1,614
615
$359K 0.01%
2,937
-113
616
$358K 0.01%
22,405
+1,091
617
$357K 0.01%
32,891
-210
618
$357K 0.01%
2,505
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619
$356K 0.01%
1,448
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620
$356K 0.01%
27,783
+9,811
621
$355K 0.01%
6,056
-623
622
$354K 0.01%
15,179
-154
623
$353K 0.01%
12,938
+202
624
$353K 0.01%
3,840
+651
625
$353K 0.01%
8,322
+373
23 24
25
26 27