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
801
$229K ﹤0.01%
+3,209
802
$229K ﹤0.01%
8,205
803
$228K ﹤0.01%
+1,709
804
$228K ﹤0.01%
3,492
+152
805
$228K ﹤0.01%
462
+5
806
$227K ﹤0.01%
6,050
+86
807
$227K ﹤0.01%
890
-26
808
$226K ﹤0.01%
2,636
809
$225K ﹤0.01%
17,261
810
$223K ﹤0.01%
2,832
+141
811
$222K ﹤0.01%
1,851
-44
812
$221K ﹤0.01%
1,095
+34
813
$221K ﹤0.01%
1,585
+157
814
$220K ﹤0.01%
10,361
815
$220K ﹤0.01%
+5,560
816
$220K ﹤0.01%
11,304
-13
817
$220K ﹤0.01%
+3,885
818
$220K ﹤0.01%
2,766
+29
819
$219K ﹤0.01%
252
+4
820
$217K ﹤0.01%
3,645
821
$216K ﹤0.01%
3,245
+9
822
$216K ﹤0.01%
2,370
+285
823
$215K ﹤0.01%
2,142
-55
824
$215K ﹤0.01%
1,716
-1
825
$215K ﹤0.01%
6,339
-609
31 32
33
34 35