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
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.7M
3
+$4.33M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.88M
5
ATI icon
ATI
ATI
+$2.63M

Top Sells

1
+$17.6M
2
+$7.39M
3
+$2.87M
4
CHRW icon
C.H. Robinson
CHRW
+$2.45M
5
DLTR icon
Dollar Tree
DLTR
+$2.36M

Sector Composition

1 Technology 5.83%
2 Financials 4.95%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.12%
29,235
+930
102
$1.19M 0.12%
22,619
-266
103
$1.18M 0.12%
5,695
-269
104
$1.15M 0.11%
42,054
105
$1.15M 0.11%
39,871
+3,519
106
$1.12M 0.11%
6,356
+57
107
$1.12M 0.11%
9,133
-550
108
$1.11M 0.11%
4,971
-334
109
$1.08M 0.11%
11,528
110
$1.07M 0.11%
49,447
+109
111
$1.07M 0.11%
36,396
-6,360
112
$1.05M 0.1%
13,404
+395
113
$1.02M 0.1%
10,309
114
$988K 0.1%
6,583
-253
115
$987K 0.1%
18,486
-603
116
$969K 0.1%
26,096
-493
117
$962K 0.1%
16,922
+1,487
118
$927K 0.09%
7,146
-100
119
$893K 0.09%
29,070
-1,540
120
$854K 0.08%
7,319
-440
121
$849K 0.08%
3,210
+11
122
$827K 0.08%
9,092
123
$814K 0.08%
9,248
-259
124
$787K 0.08%
11,819
-9
125
$785K 0.08%
8,016
+132
3 4
5
6 7