Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | HALO | HALOZYME THERAPEUTICS INC | Healthcare | 5,148 | $346K | 0.00% | SOLD |
| 42 | GLOB | GLOBANT S A | Technology | 5,256 | $344K | 0.00% | SOLD |
| 43 | QLD | PROSHARES TR | — | 4,837 | $341K | 0.00% | SOLD |
| 44 | MKTX | MARKETAXESS HLDGS INC | Financial Services | 1,877 | $340K | 0.00% | SOLD |
| 45 | HIW | HIGHWOODS PPTYS INC | Real Estate | 13,139 | $339K | 0.00% | SOLD |
| 46 | OPCH | OPTION CARE HEALTH INC | Healthcare | 10,641 | $339K | 0.00% | SOLD |
| 47 | REYN | REYNOLDS CONSUMER PRODS INC | Consumer Cyclical | 14,668 | $336K | 0.00% | SOLD |
| 48 | — | FS SPECIALTY LENDING FD | — | 23,718 | $335K | 0.00% | SOLD |
| 49 | KFY | KORN FERRY | Industrials | 4,982 | $329K | 0.00% | SOLD |
| 50 | MPAA | MOTORCAR PTS AMER INC | Consumer Cyclical | 26,190 | $323K | 0.00% | SOLD |
| 51 | QRVO | QORVO INC | Technology | 3,775 | $319K | 0.00% | SOLD |
| 52 | VC | VISTEON CORP | Consumer Cyclical | 3,327 | $316K | 0.00% | SOLD |
| 53 | APPF | APPFOLIO INC | Technology | 1,358 | $316K | 0.00% | SOLD |
| 54 | MIDD | MIDDLEBY CORP | Industrials | 2,099 | $312K | 0.00% | SOLD |
| 55 | — | U HAUL HOLDING COMPANY | — | 6,660 | $311K | 0.00% | SOLD |
| 56 | FNCL | FIDELITY COVINGTON TRUST | — | 3,879 | $302K | 0.00% | SOLD |
| 57 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 10,738 | $299K | 0.00% | SOLD |
| 58 | — | CADENCE BANK | — | 6,977 | $299K | 0.00% | SOLD |
| 59 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 8,687 | $298K | 0.00% | SOLD |
| 60 | PRGO | PERRIGO CO PLC | Healthcare | 21,281 | $296K | 0.00% | SOLD |
Sector Allocation
Technology
27.7%
Financial Services
19.0%
Industrials
12.6%
Consumer Cyclical
9.2%
Communication Services
8.3%
Healthcare
7.7%
Consumer Defensive
5.0%
Energy
4.7%
Utilities
2.3%
Basic Materials
2.3%