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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10M 0.18%
97,284
-4,915
102
$9.97M 0.17%
548,236
-15,840
103
$9.82M 0.17%
96,867
-313
104
$9.78M 0.17%
32,372
-29,487
105
$9.75M 0.17%
55,148
-2,039
106
$9.26M 0.16%
447,108
-2,026
107
$9.04M 0.16%
95,930
-2,085
108
$8.94M 0.16%
17,731
+3,233
109
$8.83M 0.15%
60,507
-992
110
$8.7M 0.15%
72,416
-26,071
111
$8.38M 0.15%
53,778
-1,538
112
$8.32M 0.15%
49,368
-1,838
113
$8.25M 0.14%
81,356
-651
114
$8.08M 0.14%
107,832
-4,981
115
$7.97M 0.14%
240,361
-22,823
116
$7.73M 0.14%
33,622
+796
117
$7.6M 0.13%
83,288
-2,922
118
$7.56M 0.13%
257,309
-3,017
119
$7.49M 0.13%
13,945
-276
120
$7.37M 0.13%
443,778
-2,589
121
$7.23M 0.13%
146,437
-8,545
122
$7.2M 0.13%
173,556
-7,626
123
$7.09M 0.12%
77,814
-4,082
124
$7.07M 0.12%
50,755
+1,485
125
$6.92M 0.12%
73,111
-13,780
3 4
5
6 7