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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$5.74M
3
+$5.64M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
AAPL icon
Apple
AAPL
+$3.36M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.8%
2 Technology 10.82%
3 Industrials 7.06%
4 Financials 4.94%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.54%
+9,640
52
$641K 0.53%
+23,935
53
$640K 0.53%
+15,545
54
$629K 0.52%
+16,054
55
$629K 0.52%
+25,535
56
$624K 0.52%
+7,077
57
$621K 0.51%
+8,716
58
$613K 0.51%
+10,474
59
$606K 0.5%
+11,526
60
$584K 0.48%
+20,110
61
$564K 0.47%
+11,198
62
$562K 0.47%
+8,503
63
$562K 0.47%
+28,200
64
$553K 0.46%
+5,679
65
$547K 0.45%
+13,849
66
$533K 0.44%
+11,157
67
$516K 0.43%
+9,856
68
$512K 0.42%
+10,679
69
$509K 0.42%
+5,243
70
$504K 0.42%
+6,073
71
$496K 0.41%
+18,695
72
$462K 0.38%
+6,678
73
$455K 0.38%
+34,423
74
$454K 0.38%
+20,225
75
$441K 0.36%
+9,845
1 2
3
4 5