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
676
$311K 0.01%
80,955
+148
677
$310K 0.01%
1,177
-156
678
$307K 0.01%
3,307
+214
679
$307K 0.01%
2,656
+270
680
$305K 0.01%
1,000
+2
681
$303K 0.01%
7,187
-460
682
$303K 0.01%
5,422
+149
683
$302K 0.01%
9,558
+700
684
$300K 0.01%
4,151
+491
685
$300K 0.01%
61,475
-7,871
686
$300K 0.01%
36,658
687
$299K 0.01%
21,778
+122
688
$298K 0.01%
9,090
-618
689
$297K 0.01%
10,860
-955
690
$297K 0.01%
1,467
-10
691
$297K 0.01%
11,550
-282
692
$296K 0.01%
6,488
-1,669
693
$295K 0.01%
1,732
+49
694
$295K 0.01%
991
+12
695
$294K 0.01%
5,873
+172
696
$293K 0.01%
14,034
+91
697
$293K 0.01%
196
698
$293K 0.01%
64,552
+9,595
699
$293K 0.01%
2,034
+108
700
$291K 0.01%
11,458
-200
26 27
28
29 30