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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$371K 0.04%
+6,520
202
$366K 0.04%
8,300
203
$362K 0.04%
2,802
204
$357K 0.04%
8,920
+150
205
$356K 0.04%
16,870
206
$355K 0.04%
1,699
+184
207
$355K 0.04%
1,744
+459
208
$355K 0.04%
6,624
-519
209
$354K 0.04%
4,477
-1,494
210
$347K 0.04%
+5,324
211
$339K 0.04%
195
+8
212
$335K 0.04%
14,961
213
$333K 0.04%
+3,372
214
$332K 0.04%
1,768
+468
215
$325K 0.03%
5,040
216
$323K 0.03%
15,585
-45
217
$319K 0.03%
9,577
-466
218
$315K 0.03%
19,665
+3,150
219
$315K 0.03%
+3,089
220
$313K 0.03%
36,797
-643
221
$311K 0.03%
3,836
+256
222
$311K 0.03%
15,398
+3,637
223
$303K 0.03%
14,435
-4,215
224
$299K 0.03%
1,918
-13
225
$292K 0.03%
3,971
+303
7 8
9
10 11