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
$357M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.39M
3
+$2.58M
4
DRI icon
Darden Restaurants
DRI
+$2.44M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.36M

Top Sells

1
+$6.05M
2
+$2.26M
3
+$2.21M
4
INTC icon
Intel
INTC
+$907K
5
DXJ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$202K 0.06%
3,267
-273
227
$202K 0.06%
+1,453
228
$201K 0.06%
+2,554
229
$201K 0.06%
+6,928
230
$201K 0.06%
11,130
231
$201K 0.06%
+4,173
232
$201K 0.06%
6,535
-2,483
233
$192K 0.05%
+11,531
234
$188K 0.05%
+4,064
235
$160K 0.04%
+30,436
236
$152K 0.04%
+10,472
237
$147K 0.04%
+39,189
238
$137K 0.04%
+11,974
239
$128K 0.04%
55,988
-641
240
$127K 0.04%
29,609
241
$125K 0.04%
14,219
+35
242
$111K 0.03%
+22,595
243
$100K 0.03%
+15,281
244
$98K 0.03%
+6,779
245
$86K 0.02%
15,226
+454
246
$62K 0.02%
16,210
247
$50K 0.01%
1,263
+83
248
$45K 0.01%
12,238
249
$28K 0.01%
879
-14
250
$23K 0.01%
3,200
+1,200
7 8 9
10
11