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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.13%
6,592
+2,297
102
$1.21M 0.13%
25,687
-1,106
103
$1.19M 0.13%
11,843
-1,520
104
$1.17M 0.12%
14,906
+353
105
$1.15M 0.12%
22,672
-2,580
106
$1.15M 0.12%
22,031
+40
107
$1.06M 0.11%
31,398
+1,613
108
$1.05M 0.11%
13,153
-1,187
109
$1.04M 0.11%
11,528
110
$1.01M 0.11%
8,846
-3,204
111
$960K 0.1%
25,550
+2,512
112
$956K 0.1%
7,435
+2,260
113
$953K 0.1%
5,443
+1,787
114
$946K 0.1%
16,349
+2,045
115
$933K 0.1%
30,610
116
$912K 0.1%
37,243
-1,119
117
$889K 0.09%
10,309
-1,370
118
$874K 0.09%
18,269
-660
119
$836K 0.09%
15,318
-1,237
120
$813K 0.09%
7,766
+360
121
$798K 0.08%
4,681
-104
122
$784K 0.08%
14,963
+984
123
$774K 0.08%
9,092
+36
124
$769K 0.08%
9,453
-1,000
125
$769K 0.08%
3,187
-78
3 4
5
6 7