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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.29M 0.09%
200,942
-132,827
177
$9.27M 0.09%
206,605
-44,623
178
$9.27M 0.09%
365,249
-5,657
179
$9.24M 0.09%
156,043
+23,250
180
$9.2M 0.09%
364,769
+15,417
181
$9.18M 0.09%
37,181
+3,315
182
$9.08M 0.09%
98,408
-4,688
183
$9.04M 0.09%
28,057
+1,744
184
$9.03M 0.09%
64,413
+35,407
185
$8.99M 0.09%
198,171
+125,449
186
$8.83M 0.08%
+418,889
187
$8.8M 0.08%
48,775
+3,191
188
$8.79M 0.08%
100,042
+1,449
189
$8.69M 0.08%
381,619
+133,627
190
$8.65M 0.08%
93,618
-2,124
191
$8.62M 0.08%
169,989
+47,884
192
$8.59M 0.08%
116,047
-64,021
193
$8.58M 0.08%
151,700
+8,745
194
$8.51M 0.08%
37,336
+12,613
195
$8.41M 0.08%
64,070
+16,234
196
$8.26M 0.08%
20,570
+3,970
197
$8.26M 0.08%
6,518
+232
198
$8.19M 0.08%
351,886
+20,480
199
$8.12M 0.08%
149,009
+2,109
200
$8M 0.08%
30,357
-1,251
6 7
8
9 10