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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$369K 0.04%
+2,362
177
$369K 0.04%
3,185
+1
178
$363K 0.04%
7,344
-953
179
$362K 0.04%
6,339
-340
180
$353K 0.04%
12,039
181
$352K 0.04%
105,480
+2,320
182
$351K 0.04%
3,842
183
$348K 0.04%
3,330
+179
184
$347K 0.04%
20,487
185
$346K 0.04%
3,421
186
$344K 0.04%
2,708
+357
187
$343K 0.04%
2,474
188
$336K 0.04%
37,839
189
$332K 0.04%
4,801
+117
190
$331K 0.04%
+6,017
191
$331K 0.04%
3,000
-1,340
192
$330K 0.04%
5,290
-48
193
$329K 0.04%
+6,698
194
$328K 0.04%
4,587
+1,158
195
$324K 0.04%
1,592
-41
196
$323K 0.04%
2,147
197
$321K 0.04%
15,805
198
$321K 0.04%
2,390
+787
199
$313K 0.04%
3,615
+1
200
$312K 0.04%
35,741
6 7
8
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