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
1026
$291K ﹤0.01%
5,663
-3
1027
$290K ﹤0.01%
+5,969
1028
$290K ﹤0.01%
9,937
-552
1029
$290K ﹤0.01%
38,096
+34
1030
$289K ﹤0.01%
11,572
-42
1031
$289K ﹤0.01%
1,696
+133
1032
$288K ﹤0.01%
1,990
+186
1033
$287K ﹤0.01%
5,095
-538
1034
$286K ﹤0.01%
11,121
+104
1035
$286K ﹤0.01%
4,215
+29
1036
$286K ﹤0.01%
+3,755
1037
$285K ﹤0.01%
1,555
+63
1038
$285K ﹤0.01%
+2,932
1039
$285K ﹤0.01%
2,111
-49
1040
$284K ﹤0.01%
1,897
+110
1041
$284K ﹤0.01%
835
+66
1042
$282K ﹤0.01%
+5,289
1043
$282K ﹤0.01%
9,218
1044
$282K ﹤0.01%
+8,806
1045
$281K ﹤0.01%
13,111
+712
1046
$280K ﹤0.01%
4,890
+515
1047
$280K ﹤0.01%
1,958
-824
1048
$278K ﹤0.01%
2,605
+139
1049
$276K ﹤0.01%
26,686
+14,065
1050
$276K ﹤0.01%
3,260
+412
40 41
42
43 44