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
$120M
AUM Growth
-$756K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$785K
3
+$611K
4
VLP
Valero Energy Partners LP
VLP
+$598K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$593K

Top Sells

1
+$1.61M
2
+$1.11M
3
+$1.09M
4
MGA icon
Magna International
MGA
+$820K
5
OXY icon
Occidental Petroleum
OXY
+$808K

Sector Composition

1 Energy 14.27%
2 Technology 11.59%
3 Financials 5.88%
4 Industrials 5.52%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$857K 0.71%
62,310
+27,887
27
$853K 0.71%
27,050
+956
28
$853K 0.71%
4,636
-23
29
$828K 0.69%
35,416
-5,520
30
$818K 0.68%
9,447
+478
31
$814K 0.68%
17,910
-266
32
$806K 0.67%
6,496
-5,771
33
$803K 0.67%
15,954
+1,211
34
$796K 0.66%
6,453
+54
35
$785K 0.65%
+16,499
36
$784K 0.65%
11,063
+206
37
$773K 0.64%
30,991
-6,584
38
$765K 0.64%
8,731
-538
39
$755K 0.63%
7,808
-284
40
$719K 0.6%
10,223
-15,828
41
$707K 0.59%
8,137
-823
42
$703K 0.59%
25,335
-3,051
43
$697K 0.58%
11,772
-536
44
$678K 0.56%
12,505
-2,729
45
$666K 0.55%
16,413
+868
46
$661K 0.55%
10,888
+414
47
$661K 0.55%
21,691
+1,581
48
$654K 0.54%
10,856
+1,000
49
$652K 0.54%
12,031
+505
50
$637K 0.53%
11,760
+603
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