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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11M
3
+$5.15M
4
CRM icon
Salesforce
CRM
+$4.27M
5
MCHP icon
Microchip Technology
MCHP
+$4.03M

Top Sells

1
+$22.9M
2
+$5.62M
3
+$5.44M
4
BIIB icon
Biogen
BIIB
+$4.43M
5
C icon
Citigroup
C
+$4.4M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 11.85%
1,786,422
+215,993
2
$83.6M 8.8%
616,107
+37,970
3
$73.4M 7.73%
1,517,998
+37,472
4
$55.6M 5.85%
1,204,248
+38,467
5
$33.8M 3.55%
966,504
+63,388
6
$33.5M 3.52%
798,228
-23,628
7
$24.1M 2.53%
224,405
-30,463
8
$23.2M 2.44%
116,224
+54,933
9
$21M 2.21%
192,444
+26,652
10
$15.7M 1.66%
319,483
+28,646
11
$15.5M 1.63%
598,262
+9,168
12
$15.3M 1.6%
1,450,590
-30,828
13
$14.2M 1.5%
118,229
-5,148
14
$12.9M 1.36%
320,215
-3,400
15
$11.7M 1.23%
67,389
-6,708
16
$10.4M 1.1%
156,802
-13,195
17
$10.1M 1.07%
136,374
-16,783
18
$9.48M 1%
242,490
-11,492
19
$9.24M 0.97%
372,669
-1,936
20
$8.84M 0.93%
346,416
+98,598
21
$7.54M 0.79%
129,197
+2,421
22
$7.1M 0.75%
77,815
+26,853
23
$6.93M 0.73%
474,881
+90,357
24
$6.88M 0.72%
91,231
+1,435
25
$6.81M 0.72%
130,713
-5,132
1
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