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
1201
$206K ﹤0.01%
+5,722
1202
$205K ﹤0.01%
1,320
-1,104
1203
$205K ﹤0.01%
43,353
+1,194
1204
$204K ﹤0.01%
+1,636
1205
$204K ﹤0.01%
2,127
-70
1206
$204K ﹤0.01%
+1,886
1207
$204K ﹤0.01%
8,368
-2,612
1208
$203K ﹤0.01%
13,634
-15,142
1209
$203K ﹤0.01%
17,901
+333
1210
$203K ﹤0.01%
+15,640
1211
$203K ﹤0.01%
1,358
-489
1212
$203K ﹤0.01%
+1,993
1213
$202K ﹤0.01%
19,065
+2,000
1214
$202K ﹤0.01%
1,794
+5
1215
$202K ﹤0.01%
16,432
+2,922
1216
$202K ﹤0.01%
+1,161
1217
$201K ﹤0.01%
44,668
-66
1218
$201K ﹤0.01%
816
-6
1219
$201K ﹤0.01%
+2,685
1220
$201K ﹤0.01%
+2,230
1221
$201K ﹤0.01%
+1,718
1222
$201K ﹤0.01%
+3,260
1223
$200K ﹤0.01%
+6,308
1224
$200K ﹤0.01%
+4,427
1225
$199K ﹤0.01%
14,988
+4,983
47 48
49
50 51