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
$132M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.38M
3
+$1.87M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.34M
5
CSCO icon
Cisco
CSCO
+$1.03M

Top Sells

1
+$5.2M
2
+$1.92M
3
+$1.81M
4
CAH icon
Cardinal Health
CAH
+$1.33M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.2M

Sector Composition

1 Technology 12.61%
2 Financials 6.86%
3 Healthcare 6.65%
4 Energy 6.6%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.5%
6,472
+3,679
52
$649K 0.49%
11,756
-4
53
$632K 0.48%
10,966
+78
54
$608K 0.46%
147,244
+46,732
55
$599K 0.46%
5,679
56
$588K 0.45%
5,617
+436
57
$586K 0.45%
20,807
-884
58
$585K 0.44%
+4,619
59
$557K 0.42%
6,238
+213
60
$554K 0.42%
57,452
+2,214
61
$536K 0.41%
2,740
+268
62
$533K 0.41%
4,522
+659
63
$521K 0.4%
7,625
+204
64
$520K 0.4%
7,636
-4,136
65
$507K 0.39%
18,976
+125
66
$504K 0.38%
23,566
+4,461
67
$496K 0.38%
3,892
-538
68
$494K 0.38%
8,810
+1,432
69
$489K 0.37%
19,648
-2,852
70
$479K 0.36%
9,983
+460
71
$470K 0.36%
6,731
+26
72
$465K 0.35%
4,880
+491
73
$449K 0.34%
8,832
-20
74
$448K 0.34%
17,865
-3,725
75
$434K 0.33%
20,355
-1,990
1 2
3
4 5