SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$699M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.7M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$10.1M

Top Sells

1
+$3.59M
2
+$2.78M
3
+$2.54M
4
CAH icon
Cardinal Health
CAH
+$2.23M
5
YUM icon
Yum! Brands
YUM
+$1.9M

Sector Composition

1 Technology 8.5%
2 Financials 5.38%
3 Consumer Discretionary 3.94%
4 Industrials 3.44%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$214K 0.03%
+1,802
252
$213K 0.03%
+5,680
253
$211K 0.03%
+2,752
254
$211K 0.03%
5,206
-1,349
255
$208K 0.03%
4,918
-171
256
$203K 0.03%
+1,793
257
$200K 0.03%
8,039
+2
258
$195K 0.03%
12,718
+604
259
$177K 0.03%
55,988
260
$167K 0.02%
33,713
-578
261
$162K 0.02%
4,410
+1,124
262
$151K 0.02%
29,329
-839
263
$116K 0.02%
6,200
+900
264
$111K 0.02%
18,226
+2,016
265
$93K 0.01%
+13,614
266
$68K 0.01%
22,595
267
$63K 0.01%
20,000
268
$57K 0.01%
12,238
269
$53K 0.01%
1,180
270
$36K 0.01%
3,200
271
$33K ﹤0.01%
22,953
+10,694
272
$21K ﹤0.01%
12,500
273
$19K ﹤0.01%
879
274
$19K ﹤0.01%
30,000
+12,000
275
$6K ﹤0.01%
667
8 9 10
11
12