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
1101
$250K ﹤0.01%
3,900
-22
1102
$250K ﹤0.01%
7,574
+26
1103
$250K ﹤0.01%
+4,325
1104
$250K ﹤0.01%
+5,588
1105
$249K ﹤0.01%
19,781
1106
$248K ﹤0.01%
1,494
+4
1107
$247K ﹤0.01%
1,256
+42
1108
$247K ﹤0.01%
2,552
-54
1109
$247K ﹤0.01%
4,066
-297
1110
$246K ﹤0.01%
1,591
+239
1111
$246K ﹤0.01%
2,482
+147
1112
$245K ﹤0.01%
5,422
+761
1113
$245K ﹤0.01%
16,200
+45
1114
$245K ﹤0.01%
2,680
-26
1115
$244K ﹤0.01%
+1,424
1116
$243K ﹤0.01%
1,938
-671
1117
$243K ﹤0.01%
2,515
+29
1118
$243K ﹤0.01%
+1,780
1119
$243K ﹤0.01%
6,227
+15
1120
$243K ﹤0.01%
+9,568
1121
$242K ﹤0.01%
14,189
+537
1122
$241K ﹤0.01%
1,587
-160
1123
$241K ﹤0.01%
3,916
+163
1124
$241K ﹤0.01%
2,051
-356
1125
$240K ﹤0.01%
3,368
-2,337
43 44
45
46 47