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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.27%
68,638
+4,619
52
$3.57M 0.26%
71,313
-2,653
53
$3.45M 0.26%
126,402
+60,840
54
$3.43M 0.25%
195,766
-6,056
55
$3.32M 0.24%
27,610
-1,141
56
$3.19M 0.24%
28,963
-80
57
$3.04M 0.22%
33,814
+1,421
58
$2.97M 0.22%
35,890
+25,074
59
$2.91M 0.22%
289,356
+86,592
60
$2.88M 0.21%
53,529
+8,241
61
$2.86M 0.21%
217,175
+9,453
62
$2.8M 0.21%
25,386
+819
63
$2.72M 0.2%
20,356
+194
64
$2.72M 0.2%
66,217
-2,527
65
$2.64M 0.2%
34,687
+8,176
66
$2.56M 0.19%
82,626
+27,129
67
$2.55M 0.19%
19,414
-550
68
$2.53M 0.19%
34,433
+4,374
69
$2.45M 0.18%
23,141
-14,846
70
$2.43M 0.18%
84,525
+4,335
71
$2.24M 0.17%
29,947
+1,198
72
$2.24M 0.17%
38,520
+2,420
73
$2.18M 0.16%
55,399
+3,729
74
$2.17M 0.16%
57,271
+14,189
75
$2.09M 0.15%
123,082
-7,726
1 2
3
4 5