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
$357M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.39M
3
+$2.58M
4
DRI icon
Darden Restaurants
DRI
+$2.44M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.36M

Top Sells

1
+$6.05M
2
+$2.26M
3
+$2.21M
4
INTC icon
Intel
INTC
+$907K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$578K

Sector Composition

1 Technology 15.25%
2 Consumer Discretionary 6.87%
3 Financials 6.55%
4 Consumer Staples 6.17%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 0.91%
25,642
+483
27
$3.11M 0.87%
14,766
+475
28
$3.07M 0.86%
49,450
+6,179
29
$3.04M 0.85%
74,374
+7,948
30
$2.96M 0.83%
82,116
+7,152
31
$2.73M 0.76%
120,173
-2,598
32
$2.49M 0.7%
43,186
+4,505
33
$2.47M 0.69%
91,057
+81,313
34
$2.47M 0.69%
276,473
+1,089
35
$2.44M 0.68%
+38,566
36
$2.36M 0.66%
+20,632
37
$2.31M 0.65%
15,319
+1,810
38
$2.23M 0.62%
121,078
+7,447
39
$2.19M 0.61%
28,116
+3,370
40
$2.16M 0.61%
+21,079
41
$2.14M 0.6%
38,417
+19,778
42
$2.13M 0.6%
25,120
+5,638
43
$2.07M 0.58%
39,904
+300
44
$2.06M 0.58%
40,350
-427
45
$1.98M 0.55%
33,919
+3,176
46
$1.92M 0.54%
60,302
+476
47
$1.86M 0.52%
63,916
+39,088
48
$1.85M 0.52%
61,820
-3,510
49
$1.85M 0.52%
136,636
+2,748
50
$1.84M 0.52%
36,057
+4,808
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