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
651
$801K 0.01%
10,038
+2,631
652
$800K 0.01%
2,959
+2,209
653
$798K 0.01%
6,047
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654
$792K 0.01%
22,016
+3,742
655
$786K 0.01%
5,985
+1,983
656
$784K 0.01%
1,376
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657
$777K 0.01%
2,280
+82
658
$776K 0.01%
3,296
+167
659
$775K 0.01%
8,378
+241
660
$775K 0.01%
9,119
+797
661
$775K 0.01%
14,976
662
$773K 0.01%
15,383
-8,354
663
$772K 0.01%
24,688
+217
664
$770K 0.01%
13,560
+3,144
665
$766K 0.01%
5,733
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666
$757K 0.01%
16,674
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667
$757K 0.01%
+31,037
668
$753K 0.01%
616
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669
$751K 0.01%
4,624
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670
$750K 0.01%
8,554
+1,534
671
$746K 0.01%
4,674
+1,255
672
$745K 0.01%
18,427
-1,312
673
$744K 0.01%
14,889
+186
674
$739K 0.01%
19,930
+711
675
$736K 0.01%
21,166
25 26
27
28 29