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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.41%
32,388
+490
52
$3.33M 0.39%
24,137
-3,311
53
$3.04M 0.35%
214,816
-4,056
54
$2.85M 0.33%
25,748
+191
55
$2.82M 0.33%
61,877
+4,141
56
$2.81M 0.32%
24,866
-2,144
57
$2.71M 0.31%
15,771
+1,261
58
$2.61M 0.3%
16,903
+5,500
59
$2.51M 0.29%
48,717
-2,462
60
$2.45M 0.28%
276,424
+27,445
61
$2.41M 0.28%
37,608
-1,056
62
$2.36M 0.27%
94,414
+28,022
63
$2.29M 0.26%
17,710
+624
64
$2.25M 0.26%
24,433
+155
65
$2.23M 0.26%
22,044
+18,903
66
$2.21M 0.26%
45,942
+8,787
67
$2.19M 0.25%
37,169
-1,039
68
$1.99M 0.23%
59,765
+615
69
$1.88M 0.22%
5,826
+1,217
70
$1.86M 0.22%
22,114
-10,700
71
$1.84M 0.21%
29,408
-62,791
72
$1.78M 0.21%
111,522
+1,617
73
$1.77M 0.2%
71,723
-11,984
74
$1.75M 0.2%
37,251
+2,449
75
$1.74M 0.2%
13,239
+624
1 2
3
4 5