SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+1.73%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$10.4B
AUM Growth
+$1.06B
(+11%)
Cap. Flow
+$995M
Cap. Flow
% of AUM
9.59%
Top 10 Holdings %
Top 10 Hldgs %
30.39%
Holding
1,418
New
144
Increased
826
Reduced
315
Closed
84
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$65.8M |
| 2 |
Vanguard Total Bond Market
BND
|
+$50.2M |
| 3 |
Salesforce
CRM
|
+$48.9M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$45.9M |
| 5 |
Nordson
NDSN
|
+$42.1M |
Top Sells
| 1 |
TKO Group
TKO
|
+$58.1M |
| 2 |
Planet Fitness
PLNT
|
+$46.9M |
| 3 |
American Tower
AMT
|
+$39.1M |
| 4 |
SS&C Technologies
SSNC
|
+$38.5M |
| 5 |
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% |
