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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$586K 0.04%
1,841
+277
177
$583K 0.04%
24,695
-52,112
178
$579K 0.04%
6,257
-460
179
$565K 0.04%
8,122
-62
180
$564K 0.04%
6,065
-226
181
$557K 0.04%
6,962
+734
182
$552K 0.04%
4,039
-185
183
$550K 0.04%
3,174
-276
184
$549K 0.04%
29,705
-450
185
$543K 0.04%
1,445
+53
186
$541K 0.04%
4,409
-987
187
$540K 0.04%
33,358
+2,817
188
$535K 0.04%
3,549
-39
189
$535K 0.04%
9,655
+508
190
$532K 0.04%
+6,825
191
$528K 0.04%
4,127
+311
192
$527K 0.04%
15,301
+8,397
193
$525K 0.04%
6,758
+333
194
$518K 0.04%
11,117
+2,300
195
$517K 0.04%
10,810
-175
196
$516K 0.04%
5,997
-688
197
$516K 0.04%
34,431
+4,221
198
$514K 0.04%
3,278
+51
199
$511K 0.04%
3,385
+935
200
$507K 0.04%
43,820
+9,324
6 7
8
9 10