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
1326
$25.7K ﹤0.01%
10,190
-370
1327
$25.6K ﹤0.01%
+10,228
1328
$18.3K ﹤0.01%
1,110
+1
1329
$17.3K ﹤0.01%
+31,000
1330
$12.8K ﹤0.01%
64,000
1331
$8.77K ﹤0.01%
+10,061
1332
$5.67K ﹤0.01%
56,649
+11,550
1333
$4.34K ﹤0.01%
483
-310
1334
$538 ﹤0.01%
+50
1335
– –
-10,151
1336
– –
-2,082
1337
– –
-11,482
1338
– –
-10,075
1339
– –
-4,527
1340
– –
-5,761
1341
– –
-3,100
1342
– –
-2,383
1343
– –
-25,197
1344
– –
-713
1345
– –
-10,834
1346
– –
-9,864
1347
– –
-67,604
1348
– –
-5,296
1349
– –
-96,562
1350
– –
-1,354
52 53
54
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