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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.41%
25,673
+1,615
52
$3.86M 0.41%
221,268
+1,800
53
$3.65M 0.38%
20,675
+11,134
54
$3.58M 0.38%
405,016
-2,560
55
$3.49M 0.37%
28,210
-3,231
56
$3.48M 0.37%
95,098
+24,415
57
$3.41M 0.36%
122,092
-3,405
58
$3.41M 0.36%
22,012
+2,402
59
$3.29M 0.35%
62,727
+12,165
60
$3.29M 0.35%
27,414
+446
61
$3.21M 0.34%
58,684
+5,113
62
$3.13M 0.33%
29,867
-768
63
$3.13M 0.33%
37,393
+5,773
64
$3.03M 0.32%
42,032
+4,859
65
$2.99M 0.31%
25,032
-127
66
$2.89M 0.3%
15,234
-289
67
$2.72M 0.29%
101,982
+8,492
68
$2.56M 0.27%
23,819
+1,059
69
$2.46M 0.26%
14,291
+12,423
70
$2.34M 0.25%
+74,683
71
$2.29M 0.24%
+12,722
72
$2.26M 0.24%
247,737
+1,619
73
$2.26M 0.24%
16,154
+166
74
$2.15M 0.23%
56,765
+680
75
$2.15M 0.23%
+42,538
1 2
3
4 5