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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.74M 0.12%
163,782
-22,726
127
$6.71M 0.12%
17,064
+2,308
128
$6.44M 0.11%
50,919
-5,296
129
$6.39M 0.11%
63,794
+615
130
$6.38M 0.11%
72,310
+512
131
$6.28M 0.11%
22,152
+1,874
132
$6.28M 0.11%
99,149
-7,314
133
$6.25M 0.11%
600,880
+92,865
134
$6.09M 0.11%
121,979
-8,792
135
$6.02M 0.11%
280,233
-5,568
136
$6M 0.11%
58,254
+1,239
137
$5.93M 0.1%
63,658
-6,227
138
$5.87M 0.1%
10,396
-21,449
139
$5.86M 0.1%
126,331
+6,392
140
$5.84M 0.1%
39,162
+1,599
141
$5.81M 0.1%
22,044
-304
142
$5.71M 0.1%
187,472
-14,155
143
$5.71M 0.1%
238,568
-1,123
144
$5.68M 0.1%
113,945
+12,940
145
$5.53M 0.1%
223,982
-18,261
146
$5.43M 0.1%
6,442
+17
147
$5.36M 0.09%
44,283
-13,684
148
$5.34M 0.09%
69,578
-6,438
149
$5.22M 0.09%
33,515
-1,678
150
$5.22M 0.09%
66,640
-3,823
4 5
6
7 8