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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.08M
3
+$2.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.37M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$1.55M
2
+$1.51M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.48M
5
PNC icon
PNC Financial Services
PNC
+$1.47M

Sector Composition

1 Technology 8.44%
2 Healthcare 5.58%
3 Industrials 4.45%
4 Consumer Staples 3.89%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.79%
83,907
+651
27
$1.75M 0.76%
30,709
+6,366
28
$1.66M 0.72%
18,366
+3,816
29
$1.63M 0.71%
37,696
+8,000
30
$1.61M 0.7%
36,396
-1,114
31
$1.56M 0.68%
87,557
+8,894
32
$1.5M 0.65%
118,308
+7,852
33
$1.49M 0.65%
12,316
+457
34
$1.45M 0.63%
7,517
+690
35
$1.4M 0.61%
18,190
+4,688
36
$1.4M 0.61%
99,013
+8,062
37
$1.36M 0.59%
26,465
+178
38
$1.31M 0.57%
+9,115
39
$1.28M 0.56%
17,777
-63
40
$1.21M 0.53%
16,245
-594
41
$1.17M 0.51%
119,147
+11,544
42
$1.16M 0.51%
41,497
-3,258
43
$1.12M 0.49%
224,366
+58,890
44
$1.12M 0.49%
12,012
+160
45
$1.05M 0.46%
14,262
+170
46
$1.04M 0.45%
24,445
-620
47
$1.02M 0.45%
10,378
+1
48
$1.02M 0.44%
10,054
+66
49
$1.02M 0.44%
10,805
-116
50
$943K 0.41%
21,773
-7,294
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