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
1251
$140K ﹤0.01%
35,415
1252
$140K ﹤0.01%
11,814
+314
1253
$140K ﹤0.01%
17,749
-21
1254
$135K ﹤0.01%
4,758
+60
1255
$133K ﹤0.01%
23,836
+569
1256
$133K ﹤0.01%
22,608
-138
1257
$132K ﹤0.01%
16,719
-20,202
1258
$128K ﹤0.01%
14,254
+217
1259
$126K ﹤0.01%
10,977
+867
1260
$126K ﹤0.01%
10,967
1261
$125K ﹤0.01%
67,825
-141,833
1262
$125K ﹤0.01%
+13,315
1263
$125K ﹤0.01%
+22,969
1264
$124K ﹤0.01%
+23,981
1265
$124K ﹤0.01%
13,249
+430
1266
$121K ﹤0.01%
27,706
-741
1267
$117K ﹤0.01%
38,265
-3,319
1268
$117K ﹤0.01%
11,629
+20
1269
$115K ﹤0.01%
16,579
+1
1270
$111K ﹤0.01%
30,488
-355
1271
$109K ﹤0.01%
21,187
-596
1272
$107K ﹤0.01%
+12,338
1273
$107K ﹤0.01%
118,500
1274
$106K ﹤0.01%
12,978
+908
1275
$102K ﹤0.01%
156,000
+87,000
49 50
51
52 53