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
626
$853K 0.01%
11,416
+280
627
$853K 0.01%
4,242
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628
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15,584
-3,478
629
$849K 0.01%
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$847K 0.01%
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631
$839K 0.01%
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632
$838K 0.01%
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633
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634
$837K 0.01%
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635
$834K 0.01%
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636
$833K 0.01%
10,291
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637
$832K 0.01%
7,132
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638
$832K 0.01%
4,961
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639
$831K 0.01%
5,063
-1,406
640
$830K 0.01%
32,513
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643
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25,128
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645
$817K 0.01%
22,750
-5,237
646
$814K 0.01%
85,690
+2,101
647
$814K 0.01%
40,332
+5,703
648
$811K 0.01%
665
-175
649
$807K 0.01%
4,364
+1,000
650
$803K 0.01%
14,204
+1,162
24 25
26
27 28