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
801
$496K ﹤0.01%
27,999
+2,726
802
$495K ﹤0.01%
13,190
803
$494K ﹤0.01%
5,254
-44
804
$493K ﹤0.01%
4,067
+263
805
$493K ﹤0.01%
13,443
+308
806
$493K ﹤0.01%
3,386
+85
807
$492K ﹤0.01%
24,795
-2,658
808
$491K ﹤0.01%
13,518
+2,059
809
$491K ﹤0.01%
12,205
-8,749
810
$489K ﹤0.01%
1,019
+153
811
$488K ﹤0.01%
11,904
-7,969
812
$488K ﹤0.01%
1,923
-485
813
$486K ﹤0.01%
11,210
+820
814
$483K ﹤0.01%
7,317
+1,580
815
$483K ﹤0.01%
7,432
+1,234
816
$482K ﹤0.01%
1,193
+15
817
$482K ﹤0.01%
1,539
-3
818
$482K ﹤0.01%
22,680
+1,365
819
$480K ﹤0.01%
2,766
+356
820
$476K ﹤0.01%
8,476
+116
821
$476K ﹤0.01%
7,839
-1,018
822
$475K ﹤0.01%
3,735
+103
823
$474K ﹤0.01%
10,177
+526
824
$472K ﹤0.01%
16,258
+2,262
825
$472K ﹤0.01%
8,763
+2,614
31 32
33
34 35