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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$951K 0.07%
5,749
-379
127
$946K 0.07%
11,699
+6,898
128
$923K 0.07%
11,414
-1,134
129
$922K 0.07%
12,729
-3,460
130
$912K 0.07%
22,541
+3,789
131
$911K 0.07%
6,919
+1,702
132
$909K 0.07%
19,689
+4,713
133
$901K 0.07%
15,992
+896
134
$893K 0.07%
91,889
+8,627
135
$869K 0.06%
20,123
+190
136
$865K 0.06%
19,542
-799
137
$862K 0.06%
5,977
-1,329
138
$860K 0.06%
109,216
+28,725
139
$846K 0.06%
8,833
+524
140
$831K 0.06%
11,388
+5,976
141
$819K 0.06%
24,317
+19,249
142
$795K 0.06%
11,528
143
$778K 0.06%
12,483
-3,781
144
$773K 0.06%
2,713
-17
145
$757K 0.06%
13,989
+6,518
146
$741K 0.05%
2,613
+41
147
$732K 0.05%
15,198
+9,326
148
$732K 0.05%
21,949
+423
149
$730K 0.05%
56,366
+35,159
150
$728K 0.05%
32,208
+5,557
4 5
6
7 8