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
$844M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.5M
3
+$4.03M
4
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.32M
5
WSM icon
Williams-Sonoma
WSM
+$2.07M

Top Sells

1
+$12.2M
2
+$5.31M
3
+$4.59M
4
DRI icon
Darden Restaurants
DRI
+$4.3M
5
YUM icon
Yum! Brands
YUM
+$2.69M

Sector Composition

1 Technology 7.66%
2 Financials 5.89%
3 Consumer Discretionary 4.09%
4 Industrials 3.54%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$226K 0.03%
1,194
+19
252
$224K 0.03%
1,802
253
$222K 0.03%
4,121
+23
254
$221K 0.03%
+11,761
255
$221K 0.03%
+2,000
256
$217K 0.03%
3,531
+36
257
$216K 0.03%
3,725
-400
258
$214K 0.03%
4,187
259
$213K 0.03%
+4,333
260
$209K 0.02%
3,565
+13
261
$209K 0.02%
+2,364
262
$208K 0.02%
723
-145
263
$208K 0.02%
2,242
+45
264
$207K 0.02%
1,820
265
$206K 0.02%
6,214
-1,400
266
$206K 0.02%
1,654
-45
267
$205K 0.02%
2,702
+34
268
$203K 0.02%
+2,371
269
$203K 0.02%
+2,638
270
$201K 0.02%
+2,834
271
$199K 0.02%
29,001
272
$189K 0.02%
+15,406
273
$174K 0.02%
25,945
-3,240
274
$159K 0.02%
12,114
275
$139K 0.02%
55,988
9 10
11
12 13