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
601
$907K 0.01%
3,573
+733
602
$907K 0.01%
8,886
+2,000
603
$902K 0.01%
5,328
+1,370
604
$902K 0.01%
12,461
+483
605
$901K 0.01%
+59,022
606
$901K 0.01%
754
-225
607
$898K 0.01%
29,171
-5,959
608
$896K 0.01%
4,727
+540
609
$895K 0.01%
2,340
+14
610
$894K 0.01%
8,592
-101
611
$892K 0.01%
19,484
+1,383
612
$891K 0.01%
15,635
-7,047
613
$889K 0.01%
4,728
-169
614
$886K 0.01%
17,891
+6,707
615
$882K 0.01%
8,752
+44
616
$882K 0.01%
7,762
+1,599
617
$880K 0.01%
9,701
+1,272
618
$876K 0.01%
9,051
-225
619
$875K 0.01%
12,745
+244
620
$872K 0.01%
8,293
+647
621
$868K 0.01%
4,276
+1,291
622
$863K 0.01%
9,027
-21,265
623
$855K 0.01%
4,790
+200
624
$855K 0.01%
13,465
+9,701
625
$854K 0.01%
9,217
-2,209
23 24
25
26 27