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
1001
$312K ﹤0.01%
33,683
-354
1002
$312K ﹤0.01%
10,326
+9,223
1003
$310K ﹤0.01%
8,835
+33
1004
$310K ﹤0.01%
11,498
+253
1005
$309K ﹤0.01%
1,328
+211
1006
$309K ﹤0.01%
2,321
+15
1007
$309K ﹤0.01%
30,386
+415
1008
$308K ﹤0.01%
19,770
+4,666
1009
$306K ﹤0.01%
+4,961
1010
$305K ﹤0.01%
+17,246
1011
$304K ﹤0.01%
5,166
+661
1012
$302K ﹤0.01%
19,966
+3,320
1013
$302K ﹤0.01%
+4,253
1014
$301K ﹤0.01%
853
+130
1015
$300K ﹤0.01%
11,767
+167
1016
$299K ﹤0.01%
8,225
-1,192
1017
$299K ﹤0.01%
1,623
+39
1018
$298K ﹤0.01%
1,692
+107
1019
$297K ﹤0.01%
+5,592
1020
$293K ﹤0.01%
5,878
-616
1021
$293K ﹤0.01%
882
+84
1022
$293K ﹤0.01%
3,941
-780
1023
$293K ﹤0.01%
3,167
+51
1024
$292K ﹤0.01%
1,386
+190
1025
$291K ﹤0.01%
28,974
-27,089
39 40
41
42 43