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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.75M 0.39%
24,315
+2,303
52
$3.75M 0.39%
216,952
-4,316
53
$3.58M 0.38%
97,966
+2,868
54
$3.54M 0.37%
28,106
-104
55
$3.41M 0.36%
380,152
-24,864
56
$3.36M 0.35%
65,190
+2,463
57
$3.23M 0.34%
29,925
+58
58
$3.23M 0.34%
59,359
+675
59
$3.09M 0.33%
117,664
+15,682
60
$3M 0.32%
27,477
+63
61
$2.99M 0.31%
40,059
+2,666
62
$2.97M 0.31%
25,742
+710
63
$2.91M 0.31%
40,598
-1,434
64
$2.89M 0.3%
58,591
+21,524
65
$2.77M 0.29%
15,512
+278
66
$2.7M 0.28%
38,738
+9,673
67
$2.61M 0.27%
+35,736
68
$2.54M 0.27%
15,915
-4,760
69
$2.43M 0.26%
246,175
-1,562
70
$2.41M 0.25%
25,361
+1,542
71
$2.34M 0.25%
13,844
+1,122
72
$2.32M 0.24%
43,440
+902
73
$2.27M 0.24%
17,684
+1,530
74
$2.24M 0.24%
59,825
+3,060
75
$2.09M 0.22%
79,424
+4,741
1 2
3
4 5