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
776
$529K 0.01%
2,985
+425
777
$528K 0.01%
3,417
-2,310
778
$527K 0.01%
6,168
-87
779
$527K 0.01%
+23,310
780
$526K 0.01%
9,150
+2,389
781
$525K 0.01%
14,206
+1,439
782
$524K 0.01%
10,366
+2,183
783
$522K 0.01%
19,152
784
$522K 0.01%
18,626
+2,484
785
$520K 0.01%
+9,073
786
$519K 0.01%
+9,231
787
$518K 0.01%
4,736
+786
788
$516K 0.01%
1,524
+134
789
$515K 0.01%
26,341
+95
790
$514K ﹤0.01%
+6,303
791
$511K ﹤0.01%
2,099
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792
$510K ﹤0.01%
2,586
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793
$510K ﹤0.01%
884
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794
$508K ﹤0.01%
5,619
+507
795
$507K ﹤0.01%
103,713
+7,405
796
$507K ﹤0.01%
2,094
-933
797
$503K ﹤0.01%
7,971
+62
798
$502K ﹤0.01%
37,943
+11,637
799
$499K ﹤0.01%
4,226
-86
800
$497K ﹤0.01%
3,166
-209
30 31
32
33 34