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
$357M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.39M
3
+$2.58M
4
DRI icon
Darden Restaurants
DRI
+$2.44M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.36M

Top Sells

1
+$6.05M
2
+$2.26M
3
+$2.21M
4
INTC icon
Intel
INTC
+$907K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$578K

Sector Composition

1 Technology 15.25%
2 Consumer Discretionary 6.87%
3 Financials 6.55%
4 Consumer Staples 6.17%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.49%
69,014
+33,726
52
$1.61M 0.45%
12,644
+275
53
$1.58M 0.44%
16,900
-1,120
54
$1.58M 0.44%
13,034
-385
55
$1.56M 0.44%
10,215
+54
56
$1.47M 0.41%
34,222
+128
57
$1.46M 0.41%
240,365
+679
58
$1.37M 0.38%
46,918
+14,727
59
$1.28M 0.36%
23,209
+6,494
60
$1.25M 0.35%
8,204
+2,312
61
$1.25M 0.35%
31,296
+8,953
62
$1.24M 0.35%
16,261
+12,670
63
$1.23M 0.34%
37,533
+601
64
$1.19M 0.33%
+73,355
65
$1.16M 0.33%
10,793
+960
66
$1.12M 0.32%
10,432
+147
67
$1.09M 0.31%
9,685
+6,126
68
$1.08M 0.3%
36,669
+2,481
69
$1.03M 0.29%
7,145
+2,200
70
$984K 0.28%
20,795
+5,063
71
$968K 0.27%
8,474
+1,675
72
$967K 0.27%
14,118
73
$966K 0.27%
16,165
-5,039
74
$964K 0.27%
28,857
+842
75
$959K 0.27%
27,700
+10,380
1 2
3
4 5