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
701
$290K 0.01%
2,767
-75
702
$290K 0.01%
15,790
+451
703
$290K 0.01%
2,334
+63
704
$289K 0.01%
2,266
+154
705
$288K 0.01%
4,897
-514
706
$287K 0.01%
3,848
-577
707
$286K 0.01%
17,274
+3,517
708
$286K 0.01%
8,474
709
$283K 0.01%
12,546
710
$283K 0.01%
12,101
-126
711
$282K ﹤0.01%
4,803
-40
712
$281K ﹤0.01%
3,491
-357
713
$281K ﹤0.01%
3,593
+22
714
$279K ﹤0.01%
+2,197
715
$279K ﹤0.01%
3,928
+169
716
$278K ﹤0.01%
2,248
-2
717
$278K ﹤0.01%
17,420
+510
718
$278K ﹤0.01%
6,615
-2,580
719
$277K ﹤0.01%
4,785
-78
720
$276K ﹤0.01%
3,100
721
$275K ﹤0.01%
6,531
+489
722
$275K ﹤0.01%
1,888
+145
723
$274K ﹤0.01%
1,021
+45
724
$273K ﹤0.01%
10,411
+248
725
$272K ﹤0.01%
6,793
-210
27 28
29
30 31