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
$844M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.5M
3
+$4.03M
4
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.32M
5
WSM icon
Williams-Sonoma
WSM
+$2.07M

Top Sells

1
+$12.2M
2
+$5.31M
3
+$4.59M
4
DRI icon
Darden Restaurants
DRI
+$4.3M
5
YUM icon
Yum! Brands
YUM
+$2.69M

Sector Composition

1 Technology 7.66%
2 Financials 5.89%
3 Consumer Discretionary 4.09%
4 Industrials 3.54%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.51M 0.42%
87,035
+3,780
52
$3.46M 0.41%
48,320
+3,367
53
$3.41M 0.4%
45,759
+5,022
54
$3.38M 0.4%
125,497
-54,797
55
$3.37M 0.4%
407,576
+29,984
56
$3M 0.36%
26,968
-893
57
$2.88M 0.34%
19,610
+2,697
58
$2.86M 0.34%
25,159
+8,983
59
$2.82M 0.33%
53,571
-614
60
$2.78M 0.33%
30,635
+1,074
61
$2.77M 0.33%
360,000
62
$2.67M 0.32%
50,562
+5,190
63
$2.59M 0.31%
31,620
+9,035
64
$2.58M 0.31%
31,750
+25,344
65
$2.56M 0.3%
37,173
+1,958
66
$2.54M 0.3%
15,523
+60
67
$2.53M 0.3%
70,683
-570
68
$2.52M 0.3%
93,490
-2,520
69
$2.36M 0.28%
246,118
+1,043
70
$2.13M 0.25%
23,446
-299
71
$2.08M 0.25%
15,988
-193
72
$2.01M 0.24%
56,085
-1,975
73
$1.98M 0.23%
+22,760
74
$1.96M 0.23%
28,627
+5,006
75
$1.93M 0.23%
115,704
+7,746
1 2
3
4 5