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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$5.74M
3
+$5.64M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$439K 0.36%
+4,791
77
$426K 0.35%
+4,521
78
$411K 0.34%
+5,091
79
$401K 0.33%
+7,900
80
$395K 0.33%
+15,891
81
$394K 0.33%
+8,451
82
$390K 0.32%
+15,056
83
$385K 0.32%
+4,264
84
$381K 0.32%
+6,669
85
$378K 0.31%
+3,151
86
$377K 0.31%
+6,902
87
$359K 0.3%
+3,868
88
$358K 0.3%
+4,046
89
$355K 0.29%
+14,338
90
$353K 0.29%
+12,411
91
$343K 0.28%
+10,430
92
$328K 0.27%
+2,626
93
$326K 0.27%
+2,805
94
$322K 0.27%
+20,899
95
$319K 0.26%
+1,926
96
$318K 0.26%
+7,686
97
$315K 0.26%
+88,158
98
$310K 0.26%
+2,977
99
$307K 0.25%
+15,380
100
$280K 0.23%
+6,544
2 3
4
5 6