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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.21%
113,397
-1,710
77
$1.95M 0.21%
24,578
+1,246
78
$1.92M 0.2%
15,486
+91
79
$1.84M 0.19%
74,731
+4,838
80
$1.81M 0.19%
37,793
-1,485
81
$1.81M 0.19%
16,425
+1,129
82
$1.79M 0.19%
34,068
+9,138
83
$1.76M 0.19%
45,408
-3,348
84
$1.65M 0.17%
54,992
-1,075
85
$1.63M 0.17%
10,196
-244
86
$1.6M 0.17%
12,240
+1,665
87
$1.59M 0.17%
59,241
+9,798
88
$1.57M 0.17%
21,760
+8,680
89
$1.57M 0.17%
4,802
+144
90
$1.57M 0.17%
24,072
+5,114
91
$1.52M 0.16%
35,519
+4,612
92
$1.5M 0.16%
60,402
+15,322
93
$1.39M 0.15%
50,054
-979
94
$1.32M 0.14%
25,620
+2,380
95
$1.31M 0.14%
16,976
+335
96
$1.28M 0.13%
34,013
-468
97
$1.28M 0.13%
8,719
-1,264
98
$1.26M 0.13%
41,976
+675
99
$1.26M 0.13%
7,351
-27
100
$1.25M 0.13%
24,060
+1,580
2 3
4
5 6