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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45.9M 0.44%
+935,044
52
$45.3M 0.44%
525,282
+107,212
53
$44.4M 0.43%
798,090
+14,397
54
$44M 0.42%
121,211
+45,765
55
$43.1M 0.42%
206,210
+200,983
56
$41.1M 0.4%
596,126
-14,629
57
$40.9M 0.39%
1,399,696
-24,829
58
$38.6M 0.37%
1,472,650
+286,286
59
$38.2M 0.37%
173,932
+56,353
60
$37.5M 0.36%
143,836
+9,254
61
$37M 0.36%
455,837
+15,604
62
$36.2M 0.35%
198,678
-79,880
63
$36M 0.35%
361,433
+32,726
64
$35.9M 0.35%
181,253
+170,238
65
$35.3M 0.34%
244,359
+10,918
66
$35.3M 0.34%
175,122
+9,397
67
$35.3M 0.34%
211,889
+1,527
68
$34.4M 0.33%
+166,267
69
$34.2M 0.33%
209,611
+12,805
70
$33.6M 0.32%
98,837
+50,904
71
$33.5M 0.32%
82,932
+5,396
72
$32.7M 0.32%
969,097
+2,372
73
$32.7M 0.31%
112,885
+30,641
74
$32.5M 0.31%
213,908
+7,959
75
$32M 0.31%
149,015
+4,584
1 2
3
4 5