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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32M 0.31%
50,237
+1,595
77
$31.7M 0.31%
607,675
+50,648
78
$31.6M 0.3%
272,691
+14,174
79
$31.2M 0.3%
479,010
-8,716
80
$31.2M 0.3%
135,888
+475
81
$30M 0.29%
626,694
+497,461
82
$29.3M 0.28%
613,517
+55,789
83
$28.3M 0.27%
644,235
+31,357
84
$27.8M 0.27%
172,065
+168,604
85
$27.7M 0.27%
130,509
+15,079
86
$27M 0.26%
236,155
+233,604
87
$26.6M 0.26%
151,713
-9,219
88
$26.3M 0.25%
+271,537
89
$25.4M 0.24%
285,738
+281,084
90
$25.4M 0.24%
78,690
-1,890
91
$25M 0.24%
323,777
+319,825
92
$24.6M 0.24%
615,939
+4,851
93
$24.5M 0.24%
216,787
+23,023
94
$23.8M 0.23%
321,796
-5,945
95
$23.4M 0.22%
445,059
+435,768
96
$23M 0.22%
129,393
+121,162
97
$22.9M 0.22%
80,678
+15,340
98
$22.7M 0.22%
206,567
+204,095
99
$22.5M 0.22%
21,249
-1,306
100
$22M 0.21%
499,124
+454,634
2 3
4
5 6