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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$458K 0.05%
2,590
-20
152
$457K 0.05%
6,500
153
$452K 0.05%
5,799
-101
154
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4,879
+32
155
$434K 0.05%
8,350
-30
156
$431K 0.05%
9,951
+867
157
$430K 0.05%
+12,536
158
$421K 0.05%
10,420
159
$415K 0.05%
18,090
-120
160
$410K 0.05%
1,533
-479
161
$401K 0.05%
3,520
-364
162
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4,045
-124
163
$392K 0.05%
5,060
+5
164
$391K 0.05%
30,709
+20,519
165
$390K 0.05%
1,722
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166
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19,028
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167
$382K 0.04%
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168
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11,015
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169
$375K 0.04%
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170
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10,220
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171
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4,977
+1,189
172
$372K 0.04%
1,492
-50
173
$371K 0.04%
10,054
174
$370K 0.04%
1,681
+176
175
$370K 0.04%
4,842
+22
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7
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