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
1151
$229K ﹤0.01%
+1,982
1152
$229K ﹤0.01%
6,773
+387
1153
$229K ﹤0.01%
2,776
+484
1154
$227K ﹤0.01%
8,113
+266
1155
$227K ﹤0.01%
15,059
+326
1156
$227K ﹤0.01%
+3,964
1157
$227K ﹤0.01%
+7,531
1158
$227K ﹤0.01%
3,748
-1,219
1159
$226K ﹤0.01%
9,310
+400
1160
$226K ﹤0.01%
1,460
1161
$226K ﹤0.01%
+6,056
1162
$226K ﹤0.01%
3,433
+550
1163
$225K ﹤0.01%
13,944
+941
1164
$224K ﹤0.01%
+368
1165
$224K ﹤0.01%
+4,233
1166
$223K ﹤0.01%
5,416
1167
$223K ﹤0.01%
23,694
-1,928
1168
$223K ﹤0.01%
+7,015
1169
$220K ﹤0.01%
10,641
+281
1170
$219K ﹤0.01%
11,556
+3,048
1171
$219K ﹤0.01%
+6,787
1172
$219K ﹤0.01%
3,055
+368
1173
$219K ﹤0.01%
+7,719
1174
$218K ﹤0.01%
2,462
-120
1175
$217K ﹤0.01%
+2,179
45 46
47
48 49