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
751
$255K ﹤0.01%
23,604
-2,298
752
$254K ﹤0.01%
8,985
753
$254K ﹤0.01%
5,622
+117
754
$254K ﹤0.01%
+12,639
755
$253K ﹤0.01%
19,781
756
$253K ﹤0.01%
33,500
757
$253K ﹤0.01%
9,943
+1,128
758
$252K ﹤0.01%
5,479
-1,095
759
$251K ﹤0.01%
6,786
-430
760
$251K ﹤0.01%
30,562
+9,300
761
$251K ﹤0.01%
15,973
762
$250K ﹤0.01%
4,337
-763
763
$250K ﹤0.01%
1,466
+35
764
$249K ﹤0.01%
+6,782
765
$249K ﹤0.01%
9,218
766
$248K ﹤0.01%
3,050
+139
767
$247K ﹤0.01%
16,999
+23
768
$246K ﹤0.01%
1,863
-389
769
$246K ﹤0.01%
2,868
+38
770
$245K ﹤0.01%
3,055
+357
771
$245K ﹤0.01%
9,000
772
$245K ﹤0.01%
3,335
-19
773
$245K ﹤0.01%
2,445
-17
774
$244K ﹤0.01%
+1,209
775
$243K ﹤0.01%
4,576
-1,585
29 30
31
32 33