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
$844M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.5M
3
+$4.03M
4
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.32M
5
WSM icon
Williams-Sonoma
WSM
+$2.07M

Top Sells

1
+$12.2M
2
+$5.31M
3
+$4.59M
4
DRI icon
Darden Restaurants
DRI
+$4.3M
5
YUM icon
Yum! Brands
YUM
+$2.69M

Sector Composition

1 Technology 7.66%
2 Financials 5.89%
3 Consumer Discretionary 4.09%
4 Industrials 3.54%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.59M 0.66%
197,957
-3,224
27
$5.43M 0.64%
44,778
+3,015
28
$5.23M 0.62%
108,248
+5,503
29
$5.1M 0.6%
70,082
+2,639
30
$5.09M 0.6%
133,668
+3,517
31
$5.06M 0.6%
105,028
+3,257
32
$5.01M 0.59%
192,348
+8,652
33
$5M 0.59%
289,668
+17,676
34
$4.83M 0.57%
321,070
+71,055
35
$4.73M 0.56%
61,541
+2,562
36
$4.65M 0.55%
114,346
+4,580
37
$4.51M 0.53%
400,800
38
$4.5M 0.53%
+182,686
39
$4.39M 0.52%
176,218
+82,964
40
$4.33M 0.51%
67,079
+2,451
41
$4.25M 0.5%
16,921
+3,937
42
$4.19M 0.5%
92,645
+4,076
43
$4.16M 0.49%
13,282
+738
44
$4.01M 0.48%
33,480
+1,853
45
$3.93M 0.47%
15,527
-5
46
$3.82M 0.45%
31,441
47
$3.78M 0.45%
49,567
+2,519
48
$3.7M 0.44%
219,468
-59,240
49
$3.69M 0.44%
57,433
+3,351
50
$3.56M 0.42%
24,058
-6,325
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