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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$46.6M
3
+$35.7M
4
PLNT icon
Planet Fitness
PLNT
+$24.4M
5
SCI icon
Service Corp International
SCI
+$14.3M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.1M
4
COST icon
Costco
COST
+$12.1M
5
ATVI
Activision Blizzard
ATVI
+$10.6M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.62M 0.06%
162,766
-3,423
177
$3.6M 0.06%
72,478
+797
178
$3.58M 0.06%
9,470
+23
179
$3.54M 0.06%
70,618
-16,944
180
$3.53M 0.06%
54,479
-1,159
181
$3.52M 0.06%
9,466
+3,747
182
$3.48M 0.06%
40,037
+1,299
183
$3.45M 0.06%
14,659
-1,141
184
$3.43M 0.06%
37,921
-1,458
185
$3.27M 0.06%
58,357
-4,499
186
$3.23M 0.06%
21,248
-791
187
$3.18M 0.06%
6,285
+453
188
$3.14M 0.06%
7,683
-284
189
$3.03M 0.05%
18,456
-238
190
$2.97M 0.05%
10,872
-108
191
$2.96M 0.05%
33,585
+285
192
$2.9M 0.05%
29,975
-1,278
193
$2.89M 0.05%
46,150
-640
194
$2.89M 0.05%
5,659
-4
195
$2.83M 0.05%
24,545
+207
196
$2.8M 0.05%
34,569
-1,751
197
$2.79M 0.05%
10,474
-238
198
$2.75M 0.05%
115,541
+3,798
199
$2.72M 0.05%
22,097
-41,114
200
$2.7M 0.05%
81,418
-2,287
6 7
8
9 10