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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.08M
3
+$2.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.37M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$1.55M
2
+$1.51M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.48M
5
PNC icon
PNC Financial Services
PNC
+$1.47M

Sector Composition

1 Technology 8.44%
2 Healthcare 5.58%
3 Industrials 4.45%
4 Consumer Staples 3.89%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$929K 0.4%
11,060
+720
52
$897K 0.39%
9,647
53
$848K 0.37%
25,641
+363
54
$843K 0.37%
33,851
-1,123
55
$833K 0.36%
30,904
+1,872
56
$832K 0.36%
14,639
-589
57
$822K 0.36%
29,973
+1,292
58
$797K 0.35%
32,398
+2,345
59
$796K 0.35%
14,807
-16,254
60
$781K 0.34%
5,645
+63
61
$780K 0.34%
11,056
+2,680
62
$774K 0.34%
6,665
-511
63
$771K 0.34%
31,549
-14,011
64
$763K 0.33%
10,573
-98
65
$760K 0.33%
31,176
+168
66
$757K 0.33%
5,463
+104
67
$747K 0.32%
7,675
-5,613
68
$675K 0.29%
9,090
69
$673K 0.29%
14,274
-797
70
$670K 0.29%
13,977
-506
71
$663K 0.29%
7,429
-16,480
72
$654K 0.28%
23,950
+775
73
$645K 0.28%
16,718
+2,037
74
$642K 0.28%
13,186
+6,006
75
$632K 0.27%
10,363
-706
1 2
3
4 5