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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$50.2M
3
+$48.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.9M
5
NDSN icon
Nordson
NDSN
+$42.1M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$39.1M
4
SSNC icon
SS&C Technologies
SSNC
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Technology 14.93%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$930M 8.95%
3,208,919
+226,887
2
$364M 3.5%
1,451,595
+113,962
3
$338M 3.25%
3,272,006
-44,664
4
$289M 2.78%
2,150,204
+52,616
5
$272M 2.62%
4,119,380
+206,708
6
$261M 2.52%
620,356
-4,519
7
$206M 1.98%
938,250
-162,023
8
$200M 1.93%
4,944,490
+122,344
9
$153M 1.47%
1,299,226
+33,587
10
$140M 1.35%
1,312,902
+289,407
11
$130M 1.25%
768,846
+131,205
12
$128M 1.23%
549,969
+34,724
13
$112M 1.08%
247,904
+1,704
14
$111M 1.07%
459,960
-4,314
15
$108M 1.04%
935,681
+66,742
16
$103M 0.99%
540,093
+14,375
17
$102M 0.98%
173,632
+16,244
18
$93.9M 0.9%
1,473,325
-69,617
19
$90.1M 0.87%
153,720
+7,990
20
$87M 0.84%
260,293
+146,150
21
$83.4M 0.8%
1,316,833
+4,203
22
$81.3M 0.78%
1,781,776
+144,345
23
$78.6M 0.76%
414,956
-127,582
24
$78.5M 0.76%
101,735
+33,245
25
$78.5M 0.76%
1,508,807
+125,260
1
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