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
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.7M
3
+$4.33M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.88M
5
ATI icon
ATI
ATI
+$2.63M

Top Sells

1
+$17.6M
2
+$7.39M
3
+$2.87M
4
CHRW icon
C.H. Robinson
CHRW
+$2.45M
5
DLTR icon
Dollar Tree
DLTR
+$2.36M

Sector Composition

1 Technology 5.83%
2 Financials 4.95%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.36%
218,872
-127,708
52
$3.59M 0.36%
7,616
+57
53
$3.3M 0.33%
30,266
+126
54
$3.21M 0.32%
32,814
-25,000
55
$3.1M 0.31%
27,010
-24,939
56
$3.02M 0.3%
37,822
+357
57
$3.02M 0.3%
23,808
-4,669
58
$3.01M 0.3%
14,510
-78
59
$3M 0.3%
57,736
-2,861
60
$2.99M 0.3%
14,747
+281
61
$2.87M 0.29%
38,664
-196
62
$2.86M 0.28%
25,557
-1,383
63
$2.85M 0.28%
26,714
+333
64
$2.77M 0.28%
27,640
+3,620
65
$2.68M 0.27%
81,348
+498
66
$2.63M 0.26%
+88,838
67
$2.61M 0.26%
51,179
+3,737
68
$2.6M 0.26%
38,208
+265
69
$2.58M 0.26%
30,377
-3,071
70
$2.41M 0.24%
248,979
+1,367
71
$2.38M 0.24%
59,150
-375
72
$2.36M 0.23%
17,086
-353
73
$2.12M 0.21%
109,905
-1,818
74
$2.12M 0.21%
11,403
+224
75
$2.09M 0.21%
12,708
-2,583
1 2
3
4 5