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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.7M 10.49%
1,725,829
+104,204
2
$84M 9.72%
658,234
+83,619
3
$60.2M 6.97%
1,361,016
-208,910
4
$49.6M 5.74%
1,099,940
-68,710
5
$34.7M 4.02%
1,032,856
+996
6
$29.9M 3.46%
280,612
+44,527
7
$23.6M 2.73%
573,098
-1,028,158
8
$19.8M 2.29%
216,142
-6,551
9
$19.6M 2.26%
671,992
+509,219
10
$19.2M 2.22%
176,340
-5,662
11
$15.6M 1.8%
713,439
+161,949
12
$15.4M 1.78%
1,549,476
+245,928
13
$15M 1.74%
381,616
+3,416
14
$12.1M 1.4%
59,199
-495
15
$11.5M 1.33%
300,886
-2,329
16
$11.2M 1.29%
441,462
+60,014
17
$10.2M 1.18%
87,598
-4,374
18
$10.2M 1.18%
100,116
-65
19
$8.92M 1.03%
256,210
+1,164
20
$8.32M 0.96%
129,150
-7,094
21
$7.89M 0.91%
335,354
+51,504
22
$6.88M 0.8%
334,656
-14,080
23
$6.73M 0.78%
499,672
-31,444
24
$6.27M 0.73%
201,852
+3,048
25
$6.16M 0.71%
130,717
-1,778
1
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