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
926
$368K ﹤0.01%
2,533
+16
927
$366K ﹤0.01%
18,398
+319
928
$366K ﹤0.01%
5,939
+64
929
$363K ﹤0.01%
6,318
+75
930
$363K ﹤0.01%
5,897
+22
931
$362K ﹤0.01%
1,962
-7,569
932
$362K ﹤0.01%
52,590
+626
933
$360K ﹤0.01%
4,187
+230
934
$360K ﹤0.01%
1,413
-41
935
$359K ﹤0.01%
+956
936
$358K ﹤0.01%
4,630
+1,818
937
$358K ﹤0.01%
+4,780
938
$356K ﹤0.01%
752
+199
939
$355K ﹤0.01%
4,438
+39
940
$355K ﹤0.01%
37,069
-2,490
941
$355K ﹤0.01%
9,149
+2,635
942
$353K ﹤0.01%
10,192
+436
943
$351K ﹤0.01%
+10,336
944
$351K ﹤0.01%
28,899
+11,514
945
$351K ﹤0.01%
53,855
+631
946
$350K ﹤0.01%
1,593
-782
947
$350K ﹤0.01%
3,494
-1,064
948
$350K ﹤0.01%
+11,563
949
$349K ﹤0.01%
3,601
+337
950
$349K ﹤0.01%
1,673
+200
36 37
38
39 40