SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$364K 0.04%
6,214
202
$363K 0.04%
2,474
-400
203
$363K 0.04%
2,576
+658
204
$360K 0.04%
3,556
+184
205
$359K 0.04%
10,503
+205
206
$355K 0.04%
3,826
-58,683
207
$348K 0.04%
1,645
-54
208
$344K 0.04%
3,267
-529
209
$341K 0.04%
6,748
+124
210
$340K 0.04%
1,587
-110
211
$339K 0.04%
20,487
-2,000
212
$334K 0.04%
18,147
-186,391
213
$334K 0.04%
2,997
-1,152
214
$334K 0.04%
4,401
+430
215
$333K 0.04%
3,842
+1,174
216
$332K 0.03%
2,699
-103
217
$331K 0.03%
3,713
+1,428
218
$331K 0.03%
+11,220
219
$330K 0.03%
+5,938
220
$329K 0.03%
6,090
-104,007
221
$324K 0.03%
+3,055
222
$324K 0.03%
19,665
223
$323K 0.03%
4,115
-362
224
$323K 0.03%
3,196
+107
225
$323K 0.03%
3,617
-548
7 8
9
10 11