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
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.7M
3
+$4.33M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.88M
5
ATI icon
ATI
ATI
+$2.63M

Top Sells

1
+$17.6M
2
+$7.39M
3
+$2.87M
4
CHRW icon
C.H. Robinson
CHRW
+$2.45M
5
DLTR icon
Dollar Tree
DLTR
+$2.36M

Sector Composition

1 Technology 5.83%
2 Financials 4.95%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$359K 0.04%
2,351
+185
202
$357K 0.04%
3,993
+141
203
$356K 0.04%
10,420
204
$355K 0.04%
20,487
205
$351K 0.03%
1,715
-2
206
$351K 0.03%
177
-8
207
$345K 0.03%
16,290
208
$345K 0.03%
+2,654
209
$344K 0.03%
+3,614
210
$342K 0.03%
3,184
-403
211
$339K 0.03%
8,275
212
$334K 0.03%
+3,021
213
$334K 0.03%
13,870
+1,450
214
$333K 0.03%
7,220
215
$326K 0.03%
3,151
-178
216
$325K 0.03%
1,798
217
$319K 0.03%
3,141
-713
218
$316K 0.03%
+4,165
219
$315K 0.03%
3,588
-900
220
$314K 0.03%
17,046
+924
221
$313K 0.03%
3,417
-329
222
$313K 0.03%
2,253
223
$312K 0.03%
5,907
-1,090
224
$308K 0.03%
8,770
225
$308K 0.03%
13,900
-351
7 8
9
10 11