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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.46M
3
+$4.26M
4
STE icon
Steris
STE
+$4.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.81M

Top Sells

1
+$5.77M
2
+$4.04M
3
+$3.76M
4
ATI icon
ATI
ATI
+$3.57M
5
AXP icon
American Express
AXP
+$3.47M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$190M 14.03%
1,474,095
+217,185
2
$129M 9.53%
2,744,971
+30,662
3
$106M 7.81%
917,177
+36,904
4
$73.1M 5.4%
1,890,420
+36,544
5
$69.8M 5.15%
1,938,984
+86,624
6
$64.5M 4.76%
1,652,084
+48,857
7
$44.1M 3.26%
4,321,662
+926,460
8
$39.1M 2.89%
1,441,976
+140,262
9
$27.5M 2.03%
1,393,726
+117,889
10
$27.3M 2.01%
241,192
+19,036
11
$25.7M 1.9%
763,442
+54,352
12
$24.8M 1.83%
390,624
-28,552
13
$22.7M 1.68%
772,804
+11,676
14
$22.7M 1.67%
143,709
+14,610
15
$16.4M 1.21%
195,158
-3,335
16
$12.8M 0.94%
69,747
+11,658
17
$12.7M 0.94%
128,174
+5,096
18
$12.7M 0.94%
245,327
-17,194
19
$12.1M 0.9%
114,702
+11,280
20
$11.6M 0.85%
118,500
+31,060
21
$10.2M 0.75%
262,183
-9,018
22
$9.91M 0.73%
80,085
-1,859
23
$9.29M 0.69%
380,601
+13,506
24
$7.87M 0.58%
137,557
+41,877
25
$7.59M 0.56%
121,267
+32,718
1
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