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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.1%
9,153
+472
102
$1.32M 0.1%
14,174
-1,510
103
$1.32M 0.1%
51,052
-776
104
$1.32M 0.1%
+31,273
105
$1.27M 0.09%
37,843
+5,557
106
$1.26M 0.09%
18,934
+13,683
107
$1.25M 0.09%
27,798
+6,235
108
$1.25M 0.09%
10,914
+2,609
109
$1.13M 0.08%
20,109
-1,130
110
$1.11M 0.08%
50,213
+106
111
$1.1M 0.08%
19,809
-67,499
112
$1.08M 0.08%
34,777
+2,090
113
$1.05M 0.08%
97,706
+13,589
114
$1.05M 0.08%
21,759
+1,102
115
$1.04M 0.08%
49,212
-70,138
116
$1.04M 0.08%
3,249
+1,355
117
$1.04M 0.08%
6,255
+102
118
$1.02M 0.08%
9,223
-8,437
119
$1.01M 0.07%
77,908
-16,120
120
$987K 0.07%
8,502
+1,145
121
$978K 0.07%
202,409
+9,934
122
$974K 0.07%
7,508
+151
123
$961K 0.07%
15,976
+2,744
124
$957K 0.07%
24,188
+2,430
125
$957K 0.07%
44,048
-10,594
3 4
5
6 7