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
$949M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13.6M
3
+$10.1M
4
CHRW icon
C.H. Robinson
CHRW
+$6.95M
5
LUMN icon
Lumen
LUMN
+$4.79M

Top Sells

1
+$10.7M
2
+$4.01M
3
+$3.78M
4
SRCL
Stericycle Inc
SRCL
+$3.46M
5
P
Pandora Media Inc
P
+$2.77M

Sector Composition

1 Technology 7.74%
2 Financials 6.2%
3 Consumer Discretionary 4.54%
4 Healthcare 2.6%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.1M 10.44%
1,570,429
+74,306
2
$79.3M 8.36%
578,137
-29,248
3
$72.6M 7.65%
1,480,526
+205,512
4
$56.9M 5.99%
1,165,781
+302,232
5
$34.8M 3.66%
821,856
+30,284
6
$31.2M 3.28%
903,116
+37,472
7
$27.9M 2.94%
254,868
+20,255
8
$22.9M 2.41%
226,499
+246
9
$18.4M 1.93%
165,792
+26,932
10
$15.7M 1.66%
1,481,418
-121,410
11
$15.3M 1.61%
589,094
+13,364
12
$15.1M 1.59%
290,837
+24,399
13
$13.6M 1.43%
+123,377
14
$13.4M 1.41%
323,615
+875
15
$12.1M 1.28%
61,291
-237
16
$11.7M 1.23%
74,097
-170
17
$11.6M 1.22%
153,157
-208
18
$10.6M 1.12%
169,997
-671
19
$10M 1.05%
253,982
+5,536
20
$9.99M 1.05%
374,605
-2,321
21
$7.21M 0.76%
126,776
-1,418
22
$6.95M 0.73%
+77,996
23
$6.65M 0.7%
188,610
-638
24
$6.46M 0.68%
196,152
+3,804
25
$6.45M 0.68%
247,818
+14,690
1
2 3 4 5