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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$429K 0.05%
38,733
-10,434
177
$419K 0.04%
17,219
178
$419K 0.04%
6,559
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179
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180
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-297
181
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182
$404K 0.04%
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183
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12,357
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184
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185
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186
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187
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188
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3,854
189
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190
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+13,875
191
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192
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193
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194
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195
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196
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197
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198
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199
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5,276
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200
$365K 0.04%
63,080
+8,480
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