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
1126
$240K ﹤0.01%
+4,382
1127
$239K ﹤0.01%
2,745
+72
1128
$239K ﹤0.01%
1,744
-65
1129
$239K ﹤0.01%
+2,320
1130
$238K ﹤0.01%
7,450
+682
1131
$238K ﹤0.01%
+1,052
1132
$238K ﹤0.01%
48,013
+26,787
1133
$237K ﹤0.01%
4,416
+362
1134
$236K ﹤0.01%
2,555
+451
1135
$235K ﹤0.01%
3,748
+15
1136
$234K ﹤0.01%
+466
1137
$233K ﹤0.01%
+1,676
1138
$233K ﹤0.01%
+7,505
1139
$232K ﹤0.01%
+3,528
1140
$232K ﹤0.01%
+10,703
1141
$231K ﹤0.01%
973
+46
1142
$231K ﹤0.01%
13,632
+280
1143
$231K ﹤0.01%
10,546
-296
1144
$231K ﹤0.01%
2,951
-309
1145
$230K ﹤0.01%
2,723
+569
1146
$230K ﹤0.01%
+2,597
1147
$230K ﹤0.01%
6,359
-77
1148
$230K ﹤0.01%
4,513
-200
1149
$230K ﹤0.01%
+25,597
1150
$230K ﹤0.01%
1,688
-667
44 45
46
47 48