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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.4M 0.12%
96,213
+2,187
152
$12.4M 0.12%
69,595
+1,146
153
$12.3M 0.12%
198,071
-45,751
154
$12.3M 0.12%
254,842
+250,678
155
$12.3M 0.12%
55,686
-3,147
156
$12.2M 0.12%
87,612
+9,082
157
$12M 0.12%
+126,199
158
$12M 0.12%
530,154
+1,383
159
$12M 0.12%
229,818
+5,370
160
$11.3M 0.11%
143,871
+23,864
161
$11.2M 0.11%
106,248
+9,178
162
$11.2M 0.11%
1,912,947
-3,159
163
$11.1M 0.11%
66,678
+14,331
164
$11.1M 0.11%
2,081,965
+664,823
165
$10.9M 0.11%
20,765
+2,298
166
$10.9M 0.1%
122,229
+88,004
167
$10.8M 0.1%
419,022
+3,506
168
$10.7M 0.1%
132,545
-7,324
169
$10.5M 0.1%
87,473
+51,277
170
$10.5M 0.1%
218,802
+24,379
171
$10.2M 0.1%
142,593
-184,607
172
$9.94M 0.1%
+83,967
173
$9.72M 0.09%
156,153
+12,592
174
$9.65M 0.09%
48,878
+4,375
175
$9.51M 0.09%
15,136
+1,607
5 6
7
8 9