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
1076
$259K ﹤0.01%
5,084
-198
1077
$258K ﹤0.01%
3,403
-508,230
1078
$258K ﹤0.01%
11,629
+1,310
1079
$257K ﹤0.01%
5,865
-1,488
1080
$257K ﹤0.01%
1,524
-6
1081
$257K ﹤0.01%
4,695
+22
1082
$256K ﹤0.01%
+12,724
1083
$256K ﹤0.01%
1,661
+175
1084
$256K ﹤0.01%
+1,247
1085
$255K ﹤0.01%
+5,540
1086
$255K ﹤0.01%
+2,309
1087
$255K ﹤0.01%
2,836
-45
1088
$255K ﹤0.01%
+2,459
1089
$255K ﹤0.01%
16,137
+115
1090
$254K ﹤0.01%
11,020
+19
1091
$254K ﹤0.01%
3,306
-82
1092
$254K ﹤0.01%
1,672
-197
1093
$253K ﹤0.01%
20,342
-8,671
1094
$252K ﹤0.01%
5,161
1095
$252K ﹤0.01%
2,143
-17
1096
$252K ﹤0.01%
2,773
+79
1097
$252K ﹤0.01%
1,483
-346
1098
$252K ﹤0.01%
+756
1099
$251K ﹤0.01%
3,977
+279
1100
$251K ﹤0.01%
4,782
-41
42 43
44
45 46