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
$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
901
$121K ﹤0.01%
29,220
902
$121K ﹤0.01%
13,202
-2,505
903
$119K ﹤0.01%
21,468
+6,438
904
$118K ﹤0.01%
63,363
+4,333
905
$117K ﹤0.01%
15,938
+701
906
$116K ﹤0.01%
19,835
+9,378
907
$116K ﹤0.01%
10,315
+87
908
$113K ﹤0.01%
28,548
-96
909
$112K ﹤0.01%
11,991
+443
910
$111K ﹤0.01%
45,000
911
$107K ﹤0.01%
18,341
-6,441
912
$105K ﹤0.01%
16,990
-2,000
913
$103K ﹤0.01%
12,033
+1,612
914
$99K ﹤0.01%
25,265
915
$97.9K ﹤0.01%
12,062
916
$96.7K ﹤0.01%
1,079
917
$96.5K ﹤0.01%
+10,037
918
$94.1K ﹤0.01%
32,558
+2,181
919
$93.7K ﹤0.01%
10,967
920
$90.1K ﹤0.01%
43,304
+718
921
$88.8K ﹤0.01%
15,835
+5,000
922
$86.1K ﹤0.01%
13,253
923
$84K ﹤0.01%
+13,017
924
$83.6K ﹤0.01%
+17,028
925
$80K ﹤0.01%
19,651
-696
35 36
37
38 39