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
826
$215K ﹤0.01%
+6,992
827
$215K ﹤0.01%
1,316
+124
828
$214K ﹤0.01%
4,032
829
$214K ﹤0.01%
+6,310
830
$214K ﹤0.01%
1,484
-379
831
$214K ﹤0.01%
23,403
+379
832
$214K ﹤0.01%
3,762
+11
833
$214K ﹤0.01%
+5,136
834
$213K ﹤0.01%
+2,331
835
$213K ﹤0.01%
925
+31
836
$213K ﹤0.01%
1,472
+278
837
$212K ﹤0.01%
4,000
-912
838
$212K ﹤0.01%
16,601
+5,294
839
$212K ﹤0.01%
+2,616
840
$211K ﹤0.01%
2,321
-347
841
$211K ﹤0.01%
1,769
+12
842
$211K ﹤0.01%
+3,482
843
$211K ﹤0.01%
+8,679
844
$210K ﹤0.01%
1,062
+21
845
$210K ﹤0.01%
5,361
-1,206
846
$209K ﹤0.01%
+1,442
847
$209K ﹤0.01%
+2,669
848
$208K ﹤0.01%
42,686
+3
849
$208K ﹤0.01%
1,898
+2
850
$207K ﹤0.01%
3,388
+132
32 33
34
35 36