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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.12%
6,376
+20
102
$1.01M 0.12%
19,503
-4,237
103
$995K 0.12%
22,037
-1,588
104
$956K 0.11%
12,124
+596
105
$942K 0.11%
4,993
+22
106
$936K 0.11%
40,741
-1,313
107
$898K 0.1%
36,445
+49
108
$888K 0.1%
36,102
-3,769
109
$875K 0.1%
6,634
+51
110
$865K 0.1%
25,260
-836
111
$862K 0.1%
3,698
+488
112
$853K 0.1%
10,491
+182
113
$836K 0.1%
9,092
114
$836K 0.1%
43,355
-6,092
115
$836K 0.1%
+18,641
116
$831K 0.1%
7,702
+556
117
$797K 0.09%
7,331
-2,631
118
$788K 0.09%
13,875
+2,056
119
$773K 0.09%
4,356
+531
120
$763K 0.09%
8,280
+1,102
121
$706K 0.08%
7,888
-128
122
$690K 0.08%
23,907
-5,163
123
$686K 0.08%
8,727
+2,447
124
$676K 0.08%
2,235
+339
125
$675K 0.08%
9,104
+632
3 4
5
6 7