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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.2%
25,070
-5,307
77
$1.65M 0.19%
43,720
-416
78
$1.63M 0.19%
17,458
+1,651
79
$1.57M 0.18%
32,258
+118
80
$1.53M 0.18%
15,633
-78
81
$1.49M 0.17%
34,295
+2,076
82
$1.44M 0.17%
19,734
-219
83
$1.4M 0.16%
12,774
+649
84
$1.4M 0.16%
+13,279
85
$1.35M 0.16%
53,611
-1,127
86
$1.35M 0.16%
13,845
+6,526
87
$1.35M 0.16%
10,297
-2,411
88
$1.35M 0.16%
25,800
-840
89
$1.34M 0.16%
62,146
-7,086
90
$1.31M 0.15%
16,499
+3,095
91
$1.26M 0.15%
30,449
+1,388
92
$1.24M 0.14%
22,101
+3,615
93
$1.24M 0.14%
6,370
+675
94
$1.23M 0.14%
17,730
+29
95
$1.2M 0.14%
31,443
+2,208
96
$1.15M 0.13%
21,724
-895
97
$1.1M 0.13%
7,351
98
$1.05M 0.12%
28,556
-4,126
99
$1.03M 0.12%
9,512
+379
100
$1.02M 0.12%
15,865
-1,057
2 3
4
5 6