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
851
$440K ﹤0.01%
11,976
-3,467
852
$437K ﹤0.01%
10,852
+541
853
$437K ﹤0.01%
1,334
+260
854
$437K ﹤0.01%
1,012
+5
855
$437K ﹤0.01%
14,941
856
$435K ﹤0.01%
10,347
+590
857
$435K ﹤0.01%
6,958
858
$432K ﹤0.01%
9,623
+3,390
859
$431K ﹤0.01%
+27,091
860
$431K ﹤0.01%
1,776
-5
861
$428K ﹤0.01%
923
+47
862
$427K ﹤0.01%
5,595
+169
863
$425K ﹤0.01%
4,557
+315
864
$425K ﹤0.01%
2,957
+231
865
$424K ﹤0.01%
3,205
+597
866
$423K ﹤0.01%
1,879
+421
867
$423K ﹤0.01%
21,450
+226
868
$423K ﹤0.01%
6,109
+412
869
$422K ﹤0.01%
4,296
+751
870
$422K ﹤0.01%
2,818
+292
871
$420K ﹤0.01%
2,936
+822
872
$417K ﹤0.01%
31,410
+1,230
873
$416K ﹤0.01%
19,167
+66
874
$415K ﹤0.01%
1,955
+34
875
$414K ﹤0.01%
5,459
+2,808
33 34
35
36 37