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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15M 0.26%
91,278
+56,940
77
$14.6M 0.26%
57,089
+1,773
78
$14.3M 0.25%
+251,129
79
$14M 0.25%
82,734
-3,209
80
$13.7M 0.24%
143,308
+45,635
81
$13.5M 0.24%
357,090
+52,759
82
$13.3M 0.23%
246,942
-39,583
83
$13.1M 0.23%
545,084
-15,342
84
$12.9M 0.23%
645,755
-83,454
85
$12.7M 0.22%
113,426
+33,705
86
$12.5M 0.22%
22,288
-6,821
87
$12.1M 0.21%
324,204
+33,834
88
$12.1M 0.21%
256,334
-18,020
89
$11.8M 0.21%
206,006
+151,126
90
$11.8M 0.21%
51,327
+4,927
91
$11.8M 0.21%
185,412
-1,296
92
$11.2M 0.2%
252,415
-3,862
93
$11M 0.19%
199,589
+21,000
94
$10.9M 0.19%
431,331
+2,080
95
$10.8M 0.19%
158,342
-1,023
96
$10.8M 0.19%
67,536
-296
97
$10.7M 0.19%
180,214
+1,144
98
$10.3M 0.18%
34,199
+731
99
$10.2M 0.18%
300,556
-11,167
100
$10.1M 0.18%
387,344
-9,495
2 3
4
5 6