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
1176
$217K ﹤0.01%
3,265
-87
1177
$216K ﹤0.01%
4,286
-1,092
1178
$215K ﹤0.01%
9,288
+2,013
1179
$215K ﹤0.01%
+7,474
1180
$214K ﹤0.01%
5,939
+413
1181
$214K ﹤0.01%
21,448
-162
1182
$213K ﹤0.01%
1,738
-79
1183
$212K ﹤0.01%
+2,042
1184
$212K ﹤0.01%
16,246
+1,481
1185
$212K ﹤0.01%
+986
1186
$211K ﹤0.01%
6,512
+80
1187
$211K ﹤0.01%
+1,592
1188
$210K ﹤0.01%
+1,106
1189
$210K ﹤0.01%
+1,231
1190
$210K ﹤0.01%
7,771
+3
1191
$209K ﹤0.01%
1,762
+5
1192
$209K ﹤0.01%
+1,350
1193
$209K ﹤0.01%
2,143
-1,095
1194
$209K ﹤0.01%
7,960
1195
$209K ﹤0.01%
+732
1196
$208K ﹤0.01%
+10,628
1197
$208K ﹤0.01%
1,149
-119
1198
$208K ﹤0.01%
+7,542
1199
$208K ﹤0.01%
+3,546
1200
$207K ﹤0.01%
+6,059
46 47
48
49 50