SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
876
$170K ﹤0.01%
16,730
-26
877
$168K ﹤0.01%
21,543
-1,155
878
$168K ﹤0.01%
41,674
+17,435
879
$167K ﹤0.01%
28,569
-4,226
880
$166K ﹤0.01%
20,194
+36
881
$164K ﹤0.01%
11,967
+574
882
$162K ﹤0.01%
16,036
883
$159K ﹤0.01%
27,424
+32
884
$156K ﹤0.01%
17,166
+297
885
$153K ﹤0.01%
10,490
-930
886
$150K ﹤0.01%
15,862
-3,168
887
$150K ﹤0.01%
16,978
-112
888
$150K ﹤0.01%
14,072
-19
889
$146K ﹤0.01%
10,591
890
$143K ﹤0.01%
15,776
+2,639
891
$140K ﹤0.01%
+13,315
892
$138K ﹤0.01%
+11,345
893
$137K ﹤0.01%
30,013
+500
894
$136K ﹤0.01%
+13,104
895
$136K ﹤0.01%
38,311
+1,289
896
$126K ﹤0.01%
11,493
-650
897
$126K ﹤0.01%
59,259
-13,556
898
$126K ﹤0.01%
19,732
+340
899
$126K ﹤0.01%
10,348
-211
900
$124K ﹤0.01%
12,968
+79
34 35
36
37 38