Portfolio (Quarterly)
Guide ↗
Sequoia Financial Advisors, LLC
· CIK 0001599900| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | DORM | DORMAN PRODS INC | Consumer Cyclical | 1,730 | $213K | 0.00% | SOLD |
| 122 | SLM | SLM CORP | Financial Services | 7,852 | $212K | 0.00% | SOLD |
| 123 | — | CONFLUENT INC | — | 7,000 | $212K | 0.00% | SOLD |
| 124 | LAUR | LAUREATE EDUCATION INC | Consumer Defensive | 6,282 | $212K | 0.00% | SOLD |
| 125 | CFR | CULLEN FROST BANKERS INC | Financial Services | 1,650 | $209K | 0.00% | SOLD |
| 126 | SXT | SENSIENT TECHNOLOGIES CORP | Basic Materials | 2,222 | $209K | 0.00% | SOLD |
| 127 | LEU | CENTRUS ENERGY CORP | Energy | 849 | $206K | 0.00% | SOLD |
| 128 | AUB | ATLANTIC UN BANKSHARES CORP | Financial Services | 5,826 | $206K | 0.00% | SOLD |
| 129 | FFIN | FIRST FINL BANKSHARES INC | Financial Services | 6,883 | $206K | 0.00% | SOLD |
| 130 | BRKR | BRUKER CORP | Healthcare | 4,351 | $205K | 0.00% | SOLD |
| 131 | HOMB | HOME BANCSHARES INC | Financial Services | 7,363 | $205K | 0.00% | SOLD |
| 132 | FULT | FULTON FINL CORP PA | Financial Services | 10,557 | $204K | 0.00% | SOLD |
| 133 | NNI | NELNET INC | Financial Services | 1,534 | $204K | 0.00% | SOLD |
| 134 | ATHM | AUTOHOME INC | Communication Services | 9,159 | $204K | 0.00% | SOLD |
| 135 | GATX | GATX CORP | Industrials | 1,202 | $204K | 0.00% | SOLD |
| 136 | SMTC | SEMTECH CORP | Technology | 2,754 | $203K | 0.00% | SOLD |
| 137 | AEO | AMERICAN EAGLE OUTFITTERS IN | Consumer Cyclical | 7,669 | $202K | 0.00% | SOLD |
| 138 | — | SEALED AIR CORP NEW | — | 4,874 | $202K | 0.00% | SOLD |
| 139 | CNM | CORE & MAIN INC | Industrials | 3,881 | $202K | 0.00% | SOLD |
| 140 | CART | MAPLEBEAR INC | Consumer Cyclical | 4,470 | $201K | 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%