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
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.7M
3
+$4.33M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.88M
5
ATI icon
ATI
ATI
+$2.63M

Top Sells

1
+$17.6M
2
+$7.39M
3
+$2.87M
4
CHRW icon
C.H. Robinson
CHRW
+$2.45M
5
DLTR icon
Dollar Tree
DLTR
+$2.36M

Sector Composition

1 Technology 5.83%
2 Financials 4.95%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.2%
83,707
+13,391
77
$2.02M 0.2%
24,278
-832
78
$1.96M 0.19%
44,136
-784
79
$1.91M 0.19%
12,615
+372
80
$1.78M 0.18%
32,140
-1,174
81
$1.77M 0.18%
15,711
-609
82
$1.76M 0.18%
37,155
+683
83
$1.76M 0.17%
69,232
+6,199
84
$1.71M 0.17%
4,609
-201
85
$1.65M 0.16%
66,392
-21,482
86
$1.65M 0.16%
34,802
-2,435
87
$1.64M 0.16%
54,738
-254
88
$1.62M 0.16%
15,807
-6,093
89
$1.61M 0.16%
26,640
+2,260
90
$1.57M 0.16%
32,219
-2,496
91
$1.54M 0.15%
17,701
+1,002
92
$1.48M 0.15%
23,740
+509
93
$1.44M 0.14%
9,962
-52
94
$1.44M 0.14%
32,682
-791
95
$1.42M 0.14%
12,125
+117
96
$1.35M 0.13%
7,351
97
$1.35M 0.13%
19,953
-409
98
$1.33M 0.13%
22,260
-1,320
99
$1.22M 0.12%
23,625
-2,327
100
$1.22M 0.12%
29,061
-2,227
2 3
4
5 6