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
151
$566K 0.06%
8,943
+1,022
152
$559K 0.06%
8,149
+871
153
$557K 0.06%
36,857
-1,307
154
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155
$543K 0.06%
35,741
156
$538K 0.06%
8,746
-4,217
157
$536K 0.06%
6,113
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158
$529K 0.06%
9,540
+177
159
$527K 0.06%
8,453
-294
160
$518K 0.05%
6,691
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161
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162
$493K 0.05%
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163
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3,641
-1
164
$471K 0.05%
7,276
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165
$471K 0.05%
37,839
166
$462K 0.05%
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167
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168
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2,175
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169
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170
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171
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7,413
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172
$438K 0.05%
10,420
173
$434K 0.05%
7,319
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174
$431K 0.05%
6,928
-1,086
175
$429K 0.05%
206
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5 6
7
8 9