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
1226
$197K ﹤0.01%
23,586
-9,914
1227
$195K ﹤0.01%
13,626
-3,083
1228
$194K ﹤0.01%
+12,616
1229
$190K ﹤0.01%
27,781
+336
1230
$189K ﹤0.01%
32,562
-7,406
1231
$185K ﹤0.01%
68,168
+2,848
1232
$185K ﹤0.01%
+11,256
1233
$185K ﹤0.01%
14,453
+253
1234
$184K ﹤0.01%
21,742
1235
$181K ﹤0.01%
18,149
+1,780
1236
$177K ﹤0.01%
+42,675
1237
$176K ﹤0.01%
26,308
+668
1238
$175K ﹤0.01%
11,993
-1,283
1239
$170K ﹤0.01%
14,386
+1,027
1240
$170K ﹤0.01%
22,831
-98
1241
$166K ﹤0.01%
16,596
+1,256
1242
$166K ﹤0.01%
10,506
-255
1243
$162K ﹤0.01%
20,158
1244
$162K ﹤0.01%
15,835
1245
$161K ﹤0.01%
14,000
-30,000
1246
$155K ﹤0.01%
10,824
-420
1247
$153K ﹤0.01%
15,000
1248
$148K ﹤0.01%
16,671
+5,943
1249
$144K ﹤0.01%
11,208
-1,342
1250
$141K ﹤0.01%
+10,654
48 49
50
51 52