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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$726K 0.05%
7,541
+137
152
$726K 0.05%
5,232
+1,343
153
$725K 0.05%
6,120
154
$717K 0.05%
11,190
-22
155
$714K 0.05%
105,851
+18,252
156
$707K 0.05%
+16,025
157
$705K 0.05%
106,920
+22,720
158
$703K 0.05%
28,813
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159
$701K 0.05%
2,813
+354
160
$696K 0.05%
+29,775
161
$659K 0.05%
40,195
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162
$655K 0.05%
15,066
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163
$631K 0.05%
8,583
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164
$627K 0.05%
16,202
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165
$626K 0.05%
7,620
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166
$623K 0.05%
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167
$616K 0.05%
60,068
+27,478
168
$614K 0.05%
4,337
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169
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9,082
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170
$609K 0.05%
6,748
-44,779
171
$606K 0.04%
13,359
+247
172
$603K 0.04%
8,805
-158
173
$599K 0.04%
17,145
+2,625
174
$598K 0.04%
2,666
+9
175
$590K 0.04%
32,177
+20,035
5 6
7
8 9