SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$50.6M
2
+$49.8M
3
+$40.1M
4
PLNT icon
Planet Fitness
PLNT
+$30.1M
5
SCI icon
Service Corp International
SCI
+$15.9M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.3M
4
COST icon
Costco
COST
+$11.8M
5
PCAR icon
PACCAR
PCAR
+$10.4M

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
776
$242K ﹤0.01%
+4,936
777
$241K ﹤0.01%
5,570
-28
778
$240K ﹤0.01%
1,198
779
$240K ﹤0.01%
+4,145
780
$239K ﹤0.01%
1,435
-1,016
781
$239K ﹤0.01%
1,700
+42
782
$238K ﹤0.01%
6,070
-392
783
$235K ﹤0.01%
13,260
-2,417
784
$235K ﹤0.01%
5,738
+2
785
$235K ﹤0.01%
17,527
-1,545
786
$235K ﹤0.01%
+3,798
787
$234K ﹤0.01%
+3,126
788
$234K ﹤0.01%
7,536
+1,040
789
$233K ﹤0.01%
2,861
790
$232K ﹤0.01%
5,648
+645
791
$232K ﹤0.01%
49,087
+2,778
792
$232K ﹤0.01%
2,424
793
$232K ﹤0.01%
+1,952
794
$232K ﹤0.01%
15,699
795
$231K ﹤0.01%
+2,246
796
$230K ﹤0.01%
1,506
-1,304
797
$230K ﹤0.01%
4,233
+6
798
$230K ﹤0.01%
8,003
-59
799
$230K ﹤0.01%
4,384
-6
800
$230K ﹤0.01%
2,111
+99
30 31
32
33 34