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
$144M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$2.44M
3
+$1.79M
4
EPD icon
Enterprise Products Partners
EPD
+$1.74M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.65M

Top Sells

1
+$1.12M
2
+$1.08M
3
+$965K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$954K
5
EMC
EMC CORPORATION
EMC
+$915K

Sector Composition

1 Technology 12.45%
2 Energy 11.03%
3 Healthcare 6.25%
4 Financials 5.52%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.87%
13,313
-1,030
27
$1.24M 0.86%
12,540
+206
28
$1.19M 0.82%
11,145
+82
29
$1.17M 0.81%
13,966
-25
30
$1.14M 0.79%
15,232
+3,104
31
$1.11M 0.77%
623
32
$967K 0.67%
19,643
+1,294
33
$963K 0.67%
+16,597
34
$943K 0.65%
14,326
+526
35
$941K 0.65%
7,962
+38
36
$928K 0.64%
10,304
+455
37
$923K 0.64%
64,774
+1,233
38
$899K 0.62%
9,809
+443
39
$856K 0.59%
+7,208
40
$856K 0.59%
6,096
-180
41
$836K 0.58%
4,604
+49
42
$835K 0.58%
33,803
+1,434
43
$833K 0.58%
+9,897
44
$826K 0.57%
8,360
+750
45
$812K 0.56%
30,408
+1,444
46
$811K 0.56%
10,596
-61
47
$745K 0.52%
+24,168
48
$730K 0.51%
25,109
-2,106
49
$728K 0.5%
17,463
+78
50
$721K 0.5%
13,090
+1,791
1
2
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