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
1301
$57.2K ﹤0.01%
10,120
+120
1302
$55.2K ﹤0.01%
95,000
+7,900
1303
$52.2K ﹤0.01%
27,460
+3
1304
$51.2K ﹤0.01%
12,039
-106
1305
$45.5K ﹤0.01%
+93,816
1306
$45.2K ﹤0.01%
+14,631
1307
$44.8K ﹤0.01%
+30,876
1308
$44.2K ﹤0.01%
32,499
+16,558
1309
$44.2K ﹤0.01%
+11,774
1310
$43.2K ﹤0.01%
45,000
1311
$42K ﹤0.01%
10,635
-4,555
1312
$40.7K ﹤0.01%
3,250
1313
$39.9K ﹤0.01%
60,213
+35,213
1314
$39.1K ﹤0.01%
16,932
-5,832
1315
$36.3K ﹤0.01%
10,612
-56
1316
$35.3K ﹤0.01%
+1,137
1317
$34.7K ﹤0.01%
2,500
1318
$30.9K ﹤0.01%
+12,427
1319
$30.9K ﹤0.01%
10,208
-6,805
1320
$29.8K ﹤0.01%
530
1321
$28K ﹤0.01%
18,666
1322
$26.3K ﹤0.01%
16,057
+795
1323
$26.2K ﹤0.01%
13,729
-2,317
1324
$25.8K ﹤0.01%
214,949
1325
$25.7K ﹤0.01%
+10,883
51 52
53
54 55