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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$740K 0.08%
9,342
+1,459
127
$730K 0.08%
2,135
-15
128
$719K 0.08%
7,884
+96
129
$685K 0.07%
7,235
+2,252
130
$673K 0.07%
10,412
-1,957
131
$673K 0.07%
13,939
+3,386
132
$670K 0.07%
4,363
+1,170
133
$664K 0.07%
4,877
+3
134
$664K 0.07%
10,975
+1,197
135
$663K 0.07%
5,542
-156
136
$661K 0.07%
30,015
137
$660K 0.07%
10,986
+462
138
$647K 0.07%
4,276
+102
139
$635K 0.07%
8,412
+162
140
$616K 0.06%
6,424
+110
141
$616K 0.06%
9,121
-65,220
142
$614K 0.06%
1,817
+193
143
$603K 0.06%
19,828
+1,068
144
$596K 0.06%
4,304
+323
145
$595K 0.06%
13,699
-635
146
$590K 0.06%
14,452
-1,164
147
$586K 0.06%
13,387
-5
148
$576K 0.06%
3,681
-593
149
$576K 0.06%
2,666
150
$572K 0.06%
+5,180
4 5
6
7 8