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
276
$138K 0.02%
8,410
-989
277
$135K 0.02%
+2,767
278
$119K 0.01%
10,000
279
$117K 0.01%
13,611
-3
280
$97K 0.01%
22,595
281
$65K 0.01%
1,180
282
$45K 0.01%
12,238
283
$42K 0.01%
11,000
284
$33K ﹤0.01%
3,200
285
$28K ﹤0.01%
12,500
286
$24K ﹤0.01%
2,754
-313
287
$20K ﹤0.01%
879
288
$17K ﹤0.01%
+12,794
289
$14K ﹤0.01%
12,000
290
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291
– –
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292
– –
-6,261
293
– –
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294
– –
-26,876
295
– –
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296
– –
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297
– –
-8,580
298
– –
-71,361
299
– –
-133,600
300
– –
-10,414
9 10 11
12
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