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
$120M
AUM Growth
-$756K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$785K
3
+$611K
4
VLP
Valero Energy Partners LP
VLP
+$598K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$593K

Top Sells

1
+$1.61M
2
+$1.11M
3
+$1.09M
4
MGA icon
Magna International
MGA
+$820K
5
OXY icon
Occidental Petroleum
OXY
+$808K

Sector Composition

1 Energy 14.27%
2 Technology 11.59%
3 Financials 5.88%
4 Industrials 5.52%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.37%
6,705
+27
77
$445K 0.37%
22,345
-5,855
78
$424K 0.35%
8,713
+4,123
79
$414K 0.34%
4,389
+521
80
$406K 0.34%
7,378
+476
81
$406K 0.34%
9,845
82
$394K 0.33%
100,512
+12,354
83
$382K 0.32%
+19,105
84
$377K 0.31%
3,863
+1,290
85
$377K 0.31%
4,638
+1,988
86
$372K 0.31%
3,127
+501
87
$369K 0.31%
4,146
+100
88
$362K 0.3%
3,350
+373
89
$360K 0.3%
5,803
+643
90
$358K 0.3%
3,151
+346
91
$358K 0.3%
9,092
+2,817
92
$336K 0.28%
3,431
-1,812
93
$334K 0.28%
3,124
-1,140
94
$331K 0.28%
2,955
-3,295
95
$329K 0.27%
4,384
+829
96
$327K 0.27%
+8,366
97
$327K 0.27%
20,989
+90
98
$326K 0.27%
5,405
+450
99
$324K 0.27%
12,889
-1,449
100
$318K 0.26%
1,937
+11
2 3
4
5 6