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
151
$581K 0.06%
8,014
-23,736
152
$563K 0.06%
4,930
-966
153
$556K 0.06%
38,164
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154
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155
$543K 0.06%
35,741
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156
$542K 0.06%
3,642
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157
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4,574
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158
$535K 0.06%
7,278
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159
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160
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164
$503K 0.05%
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165
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166
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169
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170
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4,149
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171
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172
$481K 0.05%
10,420
173
$467K 0.05%
2,666
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174
$462K 0.05%
29,915
-25,222
175
$460K 0.05%
9,247
-193
5 6
7
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