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
$132M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.38M
3
+$1.87M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.34M
5
CSCO icon
Cisco
CSCO
+$1.03M

Top Sells

1
+$5.2M
2
+$1.92M
3
+$1.81M
4
CAH icon
Cardinal Health
CAH
+$1.33M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.2M

Sector Composition

1 Technology 12.61%
2 Financials 6.86%
3 Healthcare 6.65%
4 Energy 6.6%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.84%
13,991
-1,138
27
$1.08M 0.82%
19,966
+742
28
$961K 0.73%
12,128
+365
29
$959K 0.73%
18,349
+2,395
30
$945K 0.72%
7,924
-372
31
$917K 0.7%
11,063
32
$914K 0.69%
10,657
+434
33
$897K 0.68%
63,541
+1,231
34
$889K 0.68%
9,849
+1,712
35
$872K 0.66%
28,006
+956
36
$852K 0.65%
9,366
-81
37
$817K 0.62%
32,369
+1,378
38
$792K 0.6%
+13,800
39
$789K 0.6%
4,555
-81
40
$787K 0.6%
27,215
+1,880
41
$762K 0.58%
28,964
+3,724
42
$753K 0.57%
7,166
-642
43
$750K 0.57%
17,385
+972
44
$743K 0.56%
6,276
-177
45
$715K 0.54%
7,610
-1,121
46
$702K 0.53%
9,160
+1,104
47
$690K 0.52%
17,846
+1,832
48
$685K 0.52%
+11,299
49
$676K 0.51%
23,610
+1,010
50
$662K 0.5%
+19,823
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