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
1276
$100K ﹤0.01%
56,632
-520
1277
$98.5K ﹤0.01%
13,655
+3,500
1278
$97.2K ﹤0.01%
16,998
-4,757
1279
$97.1K ﹤0.01%
16,433
-366
1280
$96.2K ﹤0.01%
+13,775
1281
$95.2K ﹤0.01%
13,618
+170
1282
$91.8K ﹤0.01%
+11,311
1283
$90.4K ﹤0.01%
22,877
-5,272
1284
$89.6K ﹤0.01%
22,286
+1,712
1285
$86.3K ﹤0.01%
16,246
+321
1286
$85.4K ﹤0.01%
32,477
+20,510
1287
$82.8K ﹤0.01%
13,877
1288
$82.8K ﹤0.01%
18,522
+7,382
1289
$81.1K ﹤0.01%
56,327
+40,511
1290
$80.5K ﹤0.01%
+10,000
1291
$76.8K ﹤0.01%
16,345
1292
$74.6K ﹤0.01%
+11,280
1293
$74.2K ﹤0.01%
13,300
-1,000
1294
$73.7K ﹤0.01%
19,547
1295
$72.9K ﹤0.01%
+10,683
1296
$71.3K ﹤0.01%
12,638
-810
1297
$70.2K ﹤0.01%
24,371
-2,128
1298
$61.3K ﹤0.01%
13,449
-5,855
1299
$60.9K ﹤0.01%
34,384
-1,354
1300
$60.1K ﹤0.01%
18,202
-968
50 51
52
53 54