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
626
$351K 0.01%
6,137
-561
627
$350K 0.01%
1,692
+13
628
$349K 0.01%
4,132
+1,305
629
$348K 0.01%
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630
$347K 0.01%
3,161
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631
$347K 0.01%
5,470
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632
$347K 0.01%
1,634
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633
$346K 0.01%
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634
$346K 0.01%
55,997
635
$344K 0.01%
4,582
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636
$344K 0.01%
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637
$343K 0.01%
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638
$342K 0.01%
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-4,510
639
$342K 0.01%
2,560
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640
$342K 0.01%
20,608
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641
$339K 0.01%
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642
$339K 0.01%
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643
$338K 0.01%
98,527
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$337K 0.01%
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$337K 0.01%
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646
$336K 0.01%
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647
$336K 0.01%
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+27
648
$334K 0.01%
2,158
+300
649
$334K 0.01%
12,459
+184
650
$332K 0.01%
885
+7
24 25
26
27 28