Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IDCC | INTERDIGITAL INC | Technology | 1,400 | $423K | 0.00% | SOLD |
| 22 | ATR | APTARGROUP INC | Healthcare | 3,317 | $418K | 0.00% | SOLD |
| 23 | ASO | ACADEMY SPORTS & OUTDOORS IN | Consumer Cyclical | 6,852 | $387K | 0.00% | SOLD |
| 24 | KNSL | KINSALE CAP GROUP INC | Financial Services | 1,128 | $385K | 0.00% | SOLD |
| 25 | PULS | PGIM ETF TR | — | 7,502 | $371K | 0.00% | SOLD |
| 26 | AFG | AMERICAN FINANCIAL GROUP INC | Financial Services | 2,854 | $364K | 0.00% | SOLD |
| 27 | ZG | ZILLOW GROUP INC | — | 8,785 | $364K | 0.00% | SOLD |
| 28 | BOXX | EA SERIES TRUST | — | 2,980 | $347K | 0.00% | SOLD |
| 29 | FLTR | VANECK ETF TRUST | — | 13,362 | $340K | 0.00% | SOLD |
| 30 | IGF | ISHARES TR | — | 4,990 | $334K | 0.00% | SOLD |
| 31 | SPTS | SPDR SERIES TRUST | — | 11,210 | $327K | 0.00% | SOLD |
| 32 | TPH | TRI POINTE HOMES INC | Consumer Cyclical | 6,971 | $326K | 0.00% | SOLD |
| 33 | FAF | FIRST AMERN FINL CORP | Financial Services | 4,837 | $292K | 0.00% | SOLD |
| 34 | PEN | PENUMBRA INC | Healthcare | 874 | $287K | 0.00% | SOLD |
| 35 | ACM | AECOM | Industrials | 3,293 | $279K | 0.00% | SOLD |
| 36 | TFX | TELEFLEX INCORPORATED | Healthcare | 2,282 | $273K | 0.00% | SOLD |
| 37 | BRC | BRADY CORP | Industrials | 3,333 | $271K | 0.00% | SOLD |
| 38 | LBRDA | LIBERTY BROADBAND CORP | — | 5,271 | $265K | 0.00% | SOLD |
| 39 | VIGI | VANGUARD WHITEHALL FDS | — | 2,981 | $264K | 0.00% | SOLD |
| 40 | BSY | BENTLEY SYS INC | Technology | 7,470 | $262K | 0.00% | SOLD |
Sector Allocation
Technology
31.5%
Financial Services
19.3%
Industrials
14.1%
Healthcare
8.2%
Consumer Cyclical
8.1%
Communication Services
5.3%
Consumer Defensive
4.5%
Energy
3.9%
Utilities
2.3%
Basic Materials
1.5%