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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$822K 0.09%
14,304
+775
127
$808K 0.09%
3,265
+11
128
$765K 0.08%
13,080
+2,220
129
$744K 0.08%
5,175
+184
130
$743K 0.08%
+2,150
131
$739K 0.08%
9,056
+143
132
$736K 0.08%
7,788
-3,103
133
$736K 0.08%
4,274
+564
134
$682K 0.07%
30,015
-2,445
135
$668K 0.07%
8,250
+14
136
$667K 0.07%
18,760
137
$658K 0.07%
14,334
-19,472
138
$656K 0.07%
4,874
139
$650K 0.07%
5,698
-89
140
$639K 0.07%
6,314
+1,658
141
$634K 0.07%
10,524
+1,517
142
$633K 0.07%
7,883
+187
143
$625K 0.07%
8,747
+1,182
144
$614K 0.06%
49,167
+15,024
145
$610K 0.06%
15,616
+1,140
146
$602K 0.06%
4,174
-32
147
$599K 0.06%
9,363
-572
148
$598K 0.06%
9,778
-726
149
$588K 0.06%
6,331
+1,489
150
$585K 0.06%
3,981
+111
4 5
6
7 8