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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.15%
34,276
-890
77
$2.01M 0.15%
20,809
+2,217
78
$2M 0.15%
36,729
+849
79
$1.98M 0.15%
12,906
-6
80
$1.95M 0.14%
19,646
-78
81
$1.88M 0.14%
9,293
+1,412
82
$1.81M 0.13%
33,792
-2,245
83
$1.8M 0.13%
43,600
-208
84
$1.79M 0.13%
10,745
+947
85
$1.77M 0.13%
126,276
+3,681
86
$1.77M 0.13%
51,941
+12,485
87
$1.74M 0.13%
20,417
+289
88
$1.69M 0.12%
6,987
+38
89
$1.62M 0.12%
84,779
+23,110
90
$1.58M 0.12%
9,836
-1,031
91
$1.55M 0.11%
41,376
+11,634
92
$1.52M 0.11%
49,220
-11,878
93
$1.51M 0.11%
56,029
-220
94
$1.48M 0.11%
22,374
-37
95
$1.48M 0.11%
4,358
+485
96
$1.48M 0.11%
22,450
+453
97
$1.47M 0.11%
9,005
-414
98
$1.44M 0.11%
175,847
+7,379
99
$1.43M 0.11%
+96,748
100
$1.39M 0.1%
17,611
+3,868
2 3
4
5 6