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
251
$23K 0.01%
+12,259
252
$21K 0.01%
+12,500
253
$16K ﹤0.01%
+10,500
254
$10K ﹤0.01%
1,071
255
$6K ﹤0.01%
667
256
– –
-5,853
257
– –
-3,750
258
– –
-3,268
259
– –
-3,259
260
– –
-13,230
261
– –
-13,234
262
– –
-10,255
263
– –
-11,061
264
– –
-9,475
265
– –
0
266
– –
-9,327
267
– –
-1,914
268
– –
-2,682
269
– –
-10,000
270
– –
-9,644
271
– –
-24,549
7 8 9 10
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