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
1051
$276K ﹤0.01%
82,935
1052
$275K ﹤0.01%
3,893
-88
1053
$275K ﹤0.01%
4,995
-388
1054
$274K ﹤0.01%
2,128
-601
1055
$273K ﹤0.01%
3,667
+346
1056
$272K ﹤0.01%
3,182
-118
1057
$270K ﹤0.01%
2,495
+2
1058
$269K ﹤0.01%
10,150
+149
1059
$269K ﹤0.01%
2,135
-19
1060
$269K ﹤0.01%
4,872
+1,606
1061
$268K ﹤0.01%
2,995
-437
1062
$266K ﹤0.01%
+11,120
1063
$266K ﹤0.01%
1,773
-117
1064
$265K ﹤0.01%
1,839
+307
1065
$265K ﹤0.01%
8,383
+11
1066
$263K ﹤0.01%
3,108
1067
$263K ﹤0.01%
16,066
-656
1068
$263K ﹤0.01%
31,870
+12,322
1069
$263K ﹤0.01%
6,298
+935
1070
$261K ﹤0.01%
2,745
-846
1071
$261K ﹤0.01%
3,191
+307
1072
$260K ﹤0.01%
15,096
1073
$260K ﹤0.01%
4,025
-233
1074
$260K ﹤0.01%
+2,000
1075
$259K ﹤0.01%
16,713
+1,248
41 42
43
44 45