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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.14M 0.09%
99,102
-11,627
152
$5.05M 0.09%
217,765
+12,143
153
$5.03M 0.09%
53,700
-3,432
154
$4.97M 0.09%
22,501
-2,485
155
$4.78M 0.08%
39,905
-1,080
156
$4.69M 0.08%
141,719
-20,800
157
$4.68M 0.08%
11,817
+160
158
$4.67M 0.08%
44,130
+2,159
159
$4.59M 0.08%
102,491
-7,466
160
$4.4M 0.08%
40,862
-1,252
161
$4.37M 0.08%
72,511
-4,855
162
$4.24M 0.07%
52,609
+48,400
163
$4.16M 0.07%
84,356
-10,113
164
$4.12M 0.07%
211,044
+23,534
165
$4.09M 0.07%
39,775
+2,500
166
$4.09M 0.07%
77,163
-5,673
167
$4.04M 0.07%
18,928
+1,126
168
$4.04M 0.07%
10,361
+151
169
$4.02M 0.07%
13,093
+468
170
$3.96M 0.07%
168,003
-13,950
171
$3.94M 0.07%
47,410
+2,680
172
$3.84M 0.07%
14,290
-176
173
$3.73M 0.07%
19,483
-35
174
$3.7M 0.06%
297,569
-100,076
175
$3.67M 0.06%
134,072
-4,977
5 6
7
8 9