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
826
$471K ﹤0.01%
20,418
+4,399
827
$468K ﹤0.01%
2,395
+385
828
$466K ﹤0.01%
3,664
+19
829
$463K ﹤0.01%
22,204
+4,835
830
$463K ﹤0.01%
3,026
+729
831
$461K ﹤0.01%
2,969
+587
832
$461K ﹤0.01%
1,783
-74
833
$459K ﹤0.01%
4,978
+88
834
$459K ﹤0.01%
9,109
835
$458K ﹤0.01%
13,621
+1,124
836
$457K ﹤0.01%
2,389
+89
837
$455K ﹤0.01%
14,172
+1,433
838
$453K ﹤0.01%
1,455
+544
839
$453K ﹤0.01%
4,886
+314
840
$449K ﹤0.01%
2,412
+9
841
$449K ﹤0.01%
7,320
-2,118
842
$446K ﹤0.01%
17,368
843
$446K ﹤0.01%
1,532
+337
844
$445K ﹤0.01%
31,290
+202
845
$445K ﹤0.01%
2,773
+168
846
$443K ﹤0.01%
3,338
-387
847
$443K ﹤0.01%
4,568
+911
848
$442K ﹤0.01%
3,554
+228
849
$441K ﹤0.01%
13,958
+154
850
$440K ﹤0.01%
2,541
-9
32 33
34
35 36