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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$312K 0.04%
5,207
202
$311K 0.04%
5,089
+785
203
$306K 0.04%
4,633
+392
204
$305K 0.04%
+1,826
205
$303K 0.04%
9,738
+2,627
206
$303K 0.04%
13,635
+285
207
$301K 0.03%
3,377
+199
208
$297K 0.03%
8,187
-2,107
209
$294K 0.03%
8,770
210
$292K 0.03%
2,931
211
$292K 0.03%
3,417
212
$291K 0.03%
13,039
-174,247
213
$286K 0.03%
166
-11
214
$285K 0.03%
6,227
+320
215
$279K 0.03%
1,756
216
$277K 0.03%
2,696
+260
217
$276K 0.03%
4,701
+753
218
$276K 0.03%
13,115
219
$275K 0.03%
4,384
+334
220
$274K 0.03%
5,740
+554
221
$272K 0.03%
3,239
-349
222
$272K 0.03%
5,350
223
$271K 0.03%
13,610
-260
224
$269K 0.03%
2,253
225
$269K 0.03%
1,798
7 8
9
10 11