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
$146M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.18M
3
+$1.99M
4
ETN icon
Eaton
ETN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.16M

Top Sells

1
+$2.03M
2
+$1.71M
3
+$1.28M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.14M
5
EMC
EMC CORPORATION
EMC
+$1M

Sector Composition

1 Technology 12.53%
2 Healthcare 8.68%
3 Financials 6.7%
4 Consumer Staples 4.95%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.83%
13,167
+10,145
27
$1.18M 0.81%
12,775
-538
28
$1.16M 0.79%
+13,025
29
$1.15M 0.78%
31,741
-11,372
30
$1.13M 0.77%
11,947
+802
31
$1.11M 0.76%
23,660
+4,017
32
$1.11M 0.76%
75,436
+10,662
33
$1.09M 0.74%
5,283
+2,543
34
$1.04M 0.71%
+22,313
35
$1.01M 0.69%
8,358
-5,227
36
$997K 0.68%
9,655
+1,295
37
$993K 0.68%
+13,189
38
$938K 0.64%
9,809
39
$937K 0.64%
9,990
-314
40
$907K 0.62%
7,594
-368
41
$902K 0.62%
5,661
-435
42
$797K 0.54%
148,476
+654
43
$771K 0.53%
27,632
-2,776
44
$768K 0.52%
31,637
-2,166
45
$765K 0.52%
11,080
+484
46
$737K 0.5%
76,410
+18,712
47
$737K 0.5%
18,415
+952
48
$723K 0.49%
9,169
+6
49
$708K 0.48%
4,616
+12
50
$706K 0.48%
6,759
-102
1
2
3 4 5