SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$50.6M
2
+$49.8M
3
+$40.1M
4
PLNT icon
Planet Fitness
PLNT
+$30.1M
5
SCI icon
Service Corp International
SCI
+$15.9M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.3M
4
COST icon
Costco
COST
+$11.8M
5
PCAR icon
PACCAR
PCAR
+$10.4M

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
851
$207K ﹤0.01%
599
+5
852
$206K ﹤0.01%
+4,857
853
$206K ﹤0.01%
8,123
-1,774
854
$205K ﹤0.01%
+8,319
855
$205K ﹤0.01%
10,931
+16
856
$205K ﹤0.01%
7,000
857
$204K ﹤0.01%
1,327
-714
858
$204K ﹤0.01%
1,040
+5
859
$203K ﹤0.01%
9,243
-1,507
860
$202K ﹤0.01%
1,959
-55
861
$201K ﹤0.01%
11,615
-3,100
862
$201K ﹤0.01%
+5,693
863
$201K ﹤0.01%
1,399
+56
864
$198K ﹤0.01%
14,579
+942
865
$197K ﹤0.01%
16,423
-6,297
866
$196K ﹤0.01%
+21,742
867
$191K ﹤0.01%
15,242
+242
868
$187K ﹤0.01%
4,013
+1,863
869
$184K ﹤0.01%
15,000
870
$184K ﹤0.01%
+11,256
871
$183K ﹤0.01%
15,454
+606
872
$180K ﹤0.01%
38,153
+1,599
873
$179K ﹤0.01%
+12,912
874
$175K ﹤0.01%
14,176
+1,358
875
$172K ﹤0.01%
+10,496
33 34
35
36 37