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
$146M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.18M
3
+$1.99M
4
ETN icon
Eaton
ETN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.16M

Top Sells

1
+$2.03M
2
+$1.71M
3
+$1.28M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.14M
5
EMC
EMC CORPORATION
EMC
+$1M

Sector Composition

1 Technology 12.53%
2 Healthcare 8.68%
3 Financials 6.7%
4 Consumer Staples 4.95%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$691K 0.47%
6,610
+520
52
$689K 0.47%
+4,591
53
$686K 0.47%
7,259
+1,015
54
$679K 0.46%
23,440
-1,835
55
$660K 0.45%
+15,590
56
$658K 0.45%
29,392
+6,257
57
$657K 0.45%
19,213
-774
58
$654K 0.45%
24,808
-301
59
$646K 0.44%
13,379
+289
60
$641K 0.44%
15,628
+894
61
$631K 0.43%
7,876
+938
62
$627K 0.43%
21,222
-242
63
$617K 0.42%
11,377
-187
64
$598K 0.41%
623
65
$566K 0.39%
9,047
-2,132
66
$538K 0.37%
9,438
-174
67
$532K 0.36%
14,673
-35,349
68
$524K 0.36%
28,165
-978
69
$516K 0.35%
+6,450
70
$510K 0.35%
20,088
-132
71
$506K 0.35%
13,318
+2,304
72
$492K 0.34%
8,079
73
$486K 0.33%
4,202
-2,694
74
$441K 0.3%
8,732
-100
75
$427K 0.29%
19,116
+2,940
1 2
3
4 5