SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+1.59%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$357M
AUM Growth
+$47.4M
(+15%)
Cap. Flow
+$45.7M
Cap. Flow
% of AUM
12.82%
Top 10 Holdings %
Top 10 Hldgs %
35.53%
Holding
271
New
68
Increased
104
Reduced
46
Closed
15
Top Buys
| 1 |
PepsiCo
PEP
|
$6.75M |
| 2 |
Yum! Brands
YUM
|
$6.39M |
| 3 |
IBM
IBM
|
$2.58M |
| 4 |
Darden Restaurants
DRI
|
$2.44M |
| 5 |
Vanguard Utilities ETF
VPU
|
$2.36M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$6.05M |
| 2 |
Honeywell
HON
|
$2.26M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$2.21M |
| 4 |
Intel
INTC
|
$907K |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$578K |
Sector Composition
| 1 | Technology | 15.25% |
| 2 | Consumer Discretionary | 6.87% |
| 3 | Financials | 6.55% |
| 4 | Consumer Staples | 6.17% |
| 5 | Industrials | 5.68% |
