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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.92M 0.08%
486,840
-81,903
202
$7.77M 0.07%
22,100
+1,511
203
$7.67M 0.07%
68,420
+42,599
204
$7.56M 0.07%
25,485
+3,923
205
$7.56M 0.07%
60,148
+2,215
206
$7.48M 0.07%
32,178
+5,514
207
$7.43M 0.07%
61,529
+4,313
208
$7.38M 0.07%
278,079
-144,064
209
$7.33M 0.07%
62,356
+3,648
210
$7.19M 0.07%
21,868
+1,160
211
$7.18M 0.07%
100,087
+7,535
212
$7.13M 0.07%
43,169
+14,191
213
$7.13M 0.07%
52,732
+24,610
214
$7.1M 0.07%
54,211
+2,525
215
$7.01M 0.07%
29,156
+15,058
216
$6.95M 0.07%
+78,025
217
$6.91M 0.07%
52,759
+3,527
218
$6.89M 0.07%
71,417
-1,259
219
$6.82M 0.07%
68,756
+6,284
220
$6.77M 0.07%
64,968
+2,161
221
$6.76M 0.07%
+267,536
222
$6.61M 0.06%
23,937
+2,590
223
$6.55M 0.06%
15,451
+374
224
$6.52M 0.06%
78,037
+75,153
225
$6.51M 0.06%
35,132
+4,643
7 8
9
10 11