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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.6M 0.21%
+1,419,323
102
$21.4M 0.21%
230,396
-141,631
103
$21.3M 0.21%
281,728
-8,478
104
$21.3M 0.2%
673,667
+27,508
105
$21.2M 0.2%
102,127
+5,517
106
$21.2M 0.2%
211,194
+7,013
107
$20.8M 0.2%
157,953
+91,126
108
$20.6M 0.2%
38,267
+474
109
$20.6M 0.2%
20,092
+2,466
110
$20M 0.19%
284,703
+143,031
111
$19.7M 0.19%
554,957
-6,744
112
$19.1M 0.18%
496,984
+22,147
113
$18.9M 0.18%
130,527
+9,409
114
$18.5M 0.18%
580,642
+16,021
115
$18.4M 0.18%
339,948
+39,340
116
$18.1M 0.17%
257,011
+50,565
117
$17.7M 0.17%
174,493
-2,099
118
$17.3M 0.17%
73,589
+8,340
119
$17.3M 0.17%
112,367
+4,560
120
$17.1M 0.16%
354,428
+263,195
121
$17M 0.16%
25
+21
122
$16.9M 0.16%
+452,125
123
$16.8M 0.16%
85,299
+10,245
124
$16.7M 0.16%
15,136
-1,760
125
$16.7M 0.16%
445,259
+54,521
3 4
5
6 7