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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.13%
18,958
+5,939
102
$1.22M 0.13%
41,301
+1,331
103
$1.22M 0.13%
23,240
+800
104
$1.18M 0.12%
30,907
+1,147
105
$1.18M 0.12%
22,480
+2,180
106
$1.18M 0.12%
21,991
+1,281
107
$1.17M 0.12%
14,340
+1,819
108
$1.15M 0.12%
14,553
+1,152
109
$1.13M 0.12%
45,080
-3,798
110
$1.06M 0.11%
11,528
-219
111
$1.03M 0.11%
12,369
-2,865
112
$1.02M 0.11%
29,785
-5,932
113
$1.02M 0.11%
38,362
+928
114
$1M 0.11%
18,929
+2,456
115
$932K 0.1%
30,610
-58
116
$924K 0.1%
+11,679
117
$914K 0.1%
16,555
118
$895K 0.09%
18,682
-1,665
119
$882K 0.09%
7,406
-1
120
$877K 0.09%
23,038
-2,019
121
$851K 0.09%
10,453
122
$848K 0.09%
13,979
-446
123
$845K 0.09%
4,295
+452
124
$843K 0.09%
+12,963
125
$832K 0.09%
4,785
+419
3 4
5
6 7