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
951
$348K ﹤0.01%
+4,800
952
$348K ﹤0.01%
5,381
+332
953
$347K ﹤0.01%
765
+68
954
$347K ﹤0.01%
7,029
+48
955
$346K ﹤0.01%
4,112
-22
956
$346K ﹤0.01%
3,257
+176
957
$344K ﹤0.01%
1,437
-3
958
$343K ﹤0.01%
753
-98
959
$342K ﹤0.01%
1,860
+399
960
$341K ﹤0.01%
3,467
-10
961
$341K ﹤0.01%
3,386
-1,648
962
$341K ﹤0.01%
4,375
963
$340K ﹤0.01%
4,922
+395
964
$340K ﹤0.01%
3,048
+446
965
$340K ﹤0.01%
2,624
-258
966
$340K ﹤0.01%
3,831
-220
967
$339K ﹤0.01%
15,840
-166
968
$338K ﹤0.01%
3,752
-250
969
$337K ﹤0.01%
3,764
-11
970
$336K ﹤0.01%
7,015
+991
971
$336K ﹤0.01%
1,327
+26
972
$336K ﹤0.01%
3,031
+287
973
$335K ﹤0.01%
3,590
+258
974
$335K ﹤0.01%
7,431
-1,973
975
$334K ﹤0.01%
3,888
+1,195
37 38
39
40 41