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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$270K ﹤0.01%
3,921
+188
727
$270K ﹤0.01%
699
-3
728
$270K ﹤0.01%
1,141
+42
729
$269K ﹤0.01%
3,562
+6
730
$269K ﹤0.01%
4,321
+71
731
$268K ﹤0.01%
3,797
+327
732
$266K ﹤0.01%
7,629
+36
733
$265K ﹤0.01%
3,692
+352
734
$264K ﹤0.01%
5,272
735
$264K ﹤0.01%
6,505
-1,005
736
$264K ﹤0.01%
2,148
737
$263K ﹤0.01%
6,806
-546
738
$262K ﹤0.01%
4,953
-33
739
$261K ﹤0.01%
40,539
-15,606
740
$260K ﹤0.01%
8,646
+221
741
$260K ﹤0.01%
8,489
-250
742
$259K ﹤0.01%
8,066
+277
743
$258K ﹤0.01%
8,656
-3,102
744
$258K ﹤0.01%
8,020
+779
745
$258K ﹤0.01%
13,470
+482
746
$257K ﹤0.01%
937
+50
747
$257K ﹤0.01%
+2,007
748
$256K ﹤0.01%
4,403
+1,185
749
$256K ﹤0.01%
15,012
-4
750
$255K ﹤0.01%
1,652
+93
28 29
30
31 32