SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$15.7M
3
+$4.33M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.88M
5
ATI icon
ATI
ATI
+$2.63M

Top Sells

1
+$17.6M
2
+$7.39M
3
+$2.87M
4
CHRW icon
C.H. Robinson
CHRW
+$2.45M
5
DLTR icon
Dollar Tree
DLTR
+$2.36M

Sector Composition

1 Technology 5.83%
2 Financials 4.96%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$97.8M 9.72%
1,621,625
-291,573
2
$86M 8.54%
574,615
-49,407
3
$81M 8.04%
1,601,256
+31,458
4
$74.7M 7.42%
1,569,926
+329,881
5
$56.6M 5.62%
1,168,650
+803,999
6
$41.2M 4.1%
1,031,860
+97,024
7
$24.9M 2.48%
236,085
+7,632
8
$23.8M 2.36%
222,693
-2,384
9
$21.3M 2.12%
378,200
-1,184
10
$19.6M 1.95%
182,002
+138
11
$15.1M 1.5%
1,303,548
-162,234
12
$13.7M 1.36%
551,490
-53,660
13
$13.4M 1.34%
303,215
-6,006
14
$13M 1.29%
91,972
-1,607
15
$12.8M 1.27%
59,694
-1,318
16
$11.5M 1.14%
100,181
-2,966
17
$10.7M 1.06%
136,244
-22
18
$10.3M 1.03%
255,046
+5,454
19
$9.58M 0.95%
381,448
+19,912
20
$8.28M 0.82%
348,736
-8,783
21
$7.61M 0.76%
531,116
+2,585
22
$7.3M 0.73%
283,850
+23,558
23
$7.12M 0.71%
92,199
+98
24
$6.86M 0.68%
132,495
-2,190
25
$6.42M 0.64%
38,077
+3,510
1
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