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
$120M
AUM Growth
-$756K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$785K
3
+$611K
4
VLP
Valero Energy Partners LP
VLP
+$598K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$593K

Top Sells

1
+$1.61M
2
+$1.11M
3
+$1.09M
4
MGA icon
Magna International
MGA
+$820K
5
OXY icon
Occidental Petroleum
OXY
+$808K

Sector Composition

1 Energy 14.27%
2 Technology 11.59%
3 Financials 5.88%
4 Industrials 5.52%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.52%
25,240
-1,720
52
$627K 0.52%
12,772
-1,077
53
$621K 0.52%
22,600
-1,335
54
$619K 0.52%
8,802
-2,238
55
$603K 0.5%
12,028
+830
56
$598K 0.5%
+15,097
57
$593K 0.49%
9,085
+582
58
$593K 0.49%
+8,056
59
$588K 0.49%
16,014
-40
60
$572K 0.48%
5,679
61
$559K 0.47%
7,502
-1,214
62
$558K 0.46%
22,500
+6,609
63
$550K 0.46%
4,430
-975
64
$544K 0.45%
5,477
-1,600
65
$533K 0.44%
21,590
-3,945
66
$526K 0.44%
7,113
+2,022
67
$522K 0.43%
55,238
+34,845
68
$509K 0.42%
5,181
+390
69
$503K 0.42%
6,025
-48
70
$499K 0.42%
18,851
+156
71
$499K 0.42%
7,421
-2,219
72
$491K 0.41%
9,523
+1,072
73
$482K 0.4%
4,468
-2,039
74
$462K 0.38%
2,472
-1,074
75
$449K 0.37%
8,852
+952
1 2
3
4 5