SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+8.01%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.42%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$16.5M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$5.74M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.64M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$5.3M |
| 5 |
Apple
AAPL
|
$3.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 14.8% |
| 2 | Technology | 10.82% |
| 3 | Industrials | 7.06% |
| 4 | Financials | 4.94% |
| 5 | Healthcare | 4.51% |
