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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$455K 0.05%
5,310
+515
177
$454K 0.05%
12,032
-303
178
$445K 0.05%
6,607
+1,904
179
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180
$430K 0.05%
4,820
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181
$427K 0.05%
7,787
-4,691
182
$427K 0.05%
2,874
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183
$427K 0.05%
3,796
-52
184
$425K 0.04%
37,839
185
$424K 0.04%
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186
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187
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188
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189
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1,780
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190
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10,298
+2,180
191
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192
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193
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5,746
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194
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3,854
+1,325
195
$389K 0.04%
4,140
196
$378K 0.04%
4,684
197
$376K 0.04%
22,487
-4,000
198
$374K 0.04%
1,697
+387
199
$373K 0.04%
4,971
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200
$372K 0.04%
6,515
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