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
651
$328K 0.01%
921
+5
652
$328K 0.01%
3,774
+43
653
$327K 0.01%
41,597
-113,029
654
$327K 0.01%
7,205
655
$327K 0.01%
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-227
656
$327K 0.01%
10,873
+1,367
657
$327K 0.01%
2,671
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$324K 0.01%
1,237
-806
659
$322K 0.01%
3,581
660
$322K 0.01%
4,735
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661
$322K 0.01%
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662
$322K 0.01%
5,878
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663
$320K 0.01%
17,281
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664
$320K 0.01%
931
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665
$319K 0.01%
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666
$319K 0.01%
5,407
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$318K 0.01%
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668
$318K 0.01%
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669
$317K 0.01%
2,976
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670
$315K 0.01%
2,616
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671
$313K 0.01%
2,317
+31
672
$313K 0.01%
13,007
-3,068
673
$313K 0.01%
767
+21
674
$313K 0.01%
28,855
+1,307
675
$313K 0.01%
4,921
25 26
27
28 29