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
926
$79.4K ﹤0.01%
16,544
-3,235
927
$74K ﹤0.01%
14,427
+291
928
$68.1K ﹤0.01%
30,827
929
$66.7K ﹤0.01%
205,150
930
$66.1K ﹤0.01%
+14,380
931
$65.9K ﹤0.01%
21,600
+6,985
932
$63.7K ﹤0.01%
22,341
-52
933
$62.4K ﹤0.01%
2,071
934
$55.1K ﹤0.01%
+650
935
$55K ﹤0.01%
+2,010
936
$53.7K ﹤0.01%
64,000
937
$52.3K ﹤0.01%
13,206
+1,217
938
$52K ﹤0.01%
56,516
939
$50.4K ﹤0.01%
10,000
940
$48.7K ﹤0.01%
58,500
941
$48.7K ﹤0.01%
10,000
942
$47.9K ﹤0.01%
+10,164
943
$46.6K ﹤0.01%
+10,000
944
$43.5K ﹤0.01%
+3,374
945
$34.6K ﹤0.01%
577,434
946
$34.3K ﹤0.01%
7,007
947
$33.9K ﹤0.01%
17,402
948
$31.3K ﹤0.01%
22,880
949
$30.2K ﹤0.01%
20,000
950
$29.8K ﹤0.01%
+10,500
36 37
38
39 40