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
126
$16.7M 0.16%
209,181
+891
127
$16.5M 0.16%
49,693
+1,930
128
$16.5M 0.16%
211,114
+206,073
129
$16.2M 0.16%
134,457
+15,371
130
$16.2M 0.16%
469,552
+132,880
131
$16.2M 0.16%
86,237
+4,249
132
$16.1M 0.16%
166,628
-13,992
133
$16.1M 0.16%
204,547
-15,663
134
$16M 0.15%
312,772
-41,823
135
$15.9M 0.15%
92,173
+1,122
136
$15.7M 0.15%
632,893
+26,343
137
$15.6M 0.15%
64,240
-570
138
$15.4M 0.15%
+220,238
139
$15.2M 0.15%
543,197
-11,732
140
$15.1M 0.15%
368,908
+77,566
141
$14.7M 0.14%
29,154
+4,178
142
$14.2M 0.14%
359,058
-365,502
143
$14M 0.13%
58,220
-285
144
$13.9M 0.13%
440,917
+369,512
145
$13.8M 0.13%
493,657
-14,091
146
$13.8M 0.13%
181,695
+172,440
147
$13.3M 0.13%
64,979
+3,093
148
$12.5M 0.12%
14,074
+1,758
149
$12.5M 0.12%
307,965
+286,581
150
$12.4M 0.12%
111,393
+1,696
4 5
6
7 8