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
876
$411K ﹤0.01%
+2,203
877
$411K ﹤0.01%
8,139
+152
878
$410K ﹤0.01%
11,019
-2,363
879
$410K ﹤0.01%
9,792
-65,346
880
$410K ﹤0.01%
13,439
+1,129
881
$409K ﹤0.01%
2,220
+244
882
$407K ﹤0.01%
19,352
+1,860
883
$406K ﹤0.01%
1,243
+298
884
$406K ﹤0.01%
1,960
+48
885
$404K ﹤0.01%
5,309
+12
886
$403K ﹤0.01%
8,676
-955
887
$401K ﹤0.01%
33,837
+10,400
888
$399K ﹤0.01%
5,268
+668
889
$398K ﹤0.01%
4,730
+254
890
$398K ﹤0.01%
9,809
+279
891
$394K ﹤0.01%
4,370
+1,094
892
$393K ﹤0.01%
3,649
+850
893
$392K ﹤0.01%
931
+1
894
$392K ﹤0.01%
4,936
-458
895
$391K ﹤0.01%
56,449
-108
896
$390K ﹤0.01%
4,438
+23
897
$389K ﹤0.01%
7,778
-922
898
$389K ﹤0.01%
3,087
-195
899
$389K ﹤0.01%
926
+32
900
$389K ﹤0.01%
12,610
+116
34 35
36
37 38