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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.14M 0.23%
23,332
-114
77
$2.04M 0.22%
29,065
+438
78
$2.04M 0.22%
115,107
-597
79
$1.94M 0.2%
18,322
+832
80
$1.92M 0.2%
39,278
+3,087
81
$1.91M 0.2%
15,395
+446
82
$1.88M 0.2%
37,067
+1,997
83
$1.86M 0.2%
48,756
-3,392
84
$1.75M 0.18%
69,893
+10,944
85
$1.7M 0.18%
56,067
-156
86
$1.64M 0.17%
15,296
+2,431
87
$1.63M 0.17%
51,033
-6,918
88
$1.63M 0.17%
10,440
+185
89
$1.51M 0.16%
12,050
+3,094
90
$1.47M 0.16%
7,378
+89
91
$1.46M 0.15%
9,983
+179
92
$1.45M 0.15%
49,443
-1,820
93
$1.45M 0.15%
10,575
+3,048
94
$1.44M 0.15%
13,363
+1,691
95
$1.37M 0.14%
4,658
+795
96
$1.35M 0.14%
24,930
-166
97
$1.33M 0.14%
25,252
-844
98
$1.33M 0.14%
34,481
+180
99
$1.28M 0.13%
16,641
+6,900
100
$1.23M 0.13%
26,793
-1,169
2 3
4
5 6