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
976
$333K ﹤0.01%
5,532
977
$333K ﹤0.01%
7,676
+779
978
$332K ﹤0.01%
21,388
-13,688
979
$331K ﹤0.01%
3,581
+1,157
980
$331K ﹤0.01%
2,862
-206
981
$330K ﹤0.01%
3,826
-106
982
$330K ﹤0.01%
2,424
983
$328K ﹤0.01%
+4,359
984
$326K ﹤0.01%
1,922
-371
985
$326K ﹤0.01%
3,775
+1,215
986
$326K ﹤0.01%
6,341
+1,839
987
$325K ﹤0.01%
50,514
+31,294
988
$323K ﹤0.01%
4,590
+169
989
$321K ﹤0.01%
2,459
+1,082
990
$321K ﹤0.01%
4,460
+1,735
991
$320K ﹤0.01%
3,218
+3
992
$320K ﹤0.01%
8,084
993
$320K ﹤0.01%
3,193
994
$319K ﹤0.01%
10,046
-153
995
$319K ﹤0.01%
4,899
+233
996
$316K ﹤0.01%
11,545
-901
997
$315K ﹤0.01%
4,925
+136
998
$314K ﹤0.01%
3,485
+563
999
$313K ﹤0.01%
13,043
-321
1000
$312K ﹤0.01%
3,073
+102
38 39
40
41 42