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
901
$388K ﹤0.01%
14,108
+6
902
$385K ﹤0.01%
3,293
-8,500
903
$384K ﹤0.01%
47
+2
904
$384K ﹤0.01%
11,822
+1,399
905
$382K ﹤0.01%
+5,165
906
$382K ﹤0.01%
10,206
+4,739
907
$382K ﹤0.01%
30,422
+285
908
$382K ﹤0.01%
+2,875
909
$381K ﹤0.01%
17,260
-3,096
910
$380K ﹤0.01%
11,141
+1,397
911
$380K ﹤0.01%
+5,071
912
$380K ﹤0.01%
1,762
+785
913
$379K ﹤0.01%
40,629
+15,414
914
$378K ﹤0.01%
7,843
+576
915
$377K ﹤0.01%
4,971
+12
916
$376K ﹤0.01%
4,092
-180
917
$376K ﹤0.01%
5,832
-10,280
918
$375K ﹤0.01%
4,432
+969
919
$375K ﹤0.01%
6,654
920
$373K ﹤0.01%
3,991
+1,464
921
$372K ﹤0.01%
1,443
+22
922
$372K ﹤0.01%
+16,297
923
$371K ﹤0.01%
29,059
+8,530
924
$369K ﹤0.01%
13,571
-947
925
$368K ﹤0.01%
11,239
+2,218
35 36
37
38 39