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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$5.74M
3
+$5.64M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
AAPL icon
Apple
AAPL
+$3.36M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.8%
2 Technology 10.82%
3 Industrials 7.06%
4 Financials 4.94%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$908K 0.75%
+7,951
27
$872K 0.72%
+26,094
28
$853K 0.71%
+11,485
29
$843K 0.7%
+13,318
30
$837K 0.69%
+40,936
31
$835K 0.69%
+4,659
32
$815K 0.67%
+10,857
33
$815K 0.67%
+9,269
34
$812K 0.67%
+15,234
35
$792K 0.66%
+28,386
36
$771K 0.64%
+8,969
37
$767K 0.63%
+8,092
38
$766K 0.63%
+8,960
39
$748K 0.62%
+14,743
40
$732K 0.61%
+6,050
41
$730K 0.6%
+6,399
42
$706K 0.58%
+6,818
43
$693K 0.57%
+6,507
44
$687K 0.57%
+6,250
45
$686K 0.57%
+18,176
46
$670K 0.55%
+12,308
47
$666K 0.55%
+26,960
48
$661K 0.55%
+5,405
49
$655K 0.54%
+3,546
50
$649K 0.54%
+11,040
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