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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$507K 0.04%
3,072
+195
202
$495K 0.04%
2,480
+435
203
$494K 0.04%
34,532
+3,314
204
$485K 0.04%
5,064
-286
205
$473K 0.03%
7,530
+3,003
206
$464K 0.03%
+13,651
207
$455K 0.03%
9,113
-14,738
208
$450K 0.03%
9,060
+1,298
209
$445K 0.03%
2,029
-71
210
$444K 0.03%
6,273
-129
211
$444K 0.03%
2,871
+1,036
212
$433K 0.03%
3,072
+201
213
$433K 0.03%
5,279
+457
214
$428K 0.03%
3,640
-127
215
$426K 0.03%
12,481
-802
216
$422K 0.03%
1,781
+957
217
$416K 0.03%
10,450
+9
218
$414K 0.03%
6,585
-48
219
$402K 0.03%
4,701
-40,608
220
$399K 0.03%
4,484
-74
221
$397K 0.03%
5,219
+30
222
$397K 0.03%
3,844
+14
223
$397K 0.03%
1,725
+91
224
$388K 0.03%
+13,335
225
$382K 0.03%
1,754
+252
7 8
9
10 11