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
676
$732K 0.01%
6,980
-175
677
$719K 0.01%
11,808
-17
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$716K 0.01%
+74,222
679
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680
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20,946
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28,657
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682
$713K 0.01%
3,498
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683
$712K 0.01%
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684
$705K 0.01%
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685
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686
$703K 0.01%
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687
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688
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2,603
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689
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3,396
+1,221
690
$699K 0.01%
9,763
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$698K 0.01%
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$697K 0.01%
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693
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7,520
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696
$686K 0.01%
16,838
-175
697
$684K 0.01%
11,847
-67
698
$683K 0.01%
16,151
+2,306
699
$683K 0.01%
34,411
+5,278
700
$683K 0.01%
14,171
+163
26 27
28
29 30