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
$132M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.38M
3
+$1.87M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.34M
5
CSCO icon
Cisco
CSCO
+$1.03M

Top Sells

1
+$5.2M
2
+$1.92M
3
+$1.81M
4
CAH icon
Cardinal Health
CAH
+$1.33M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.2M

Sector Composition

1 Technology 12.61%
2 Financials 6.86%
3 Healthcare 6.65%
4 Energy 6.6%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433K 0.33%
5,163
+1,475
77
$430K 0.33%
9,143
+430
78
$414K 0.31%
3,783
-685
79
$408K 0.31%
+3,747
80
$402K 0.31%
3,610
+260
81
$391K 0.3%
3,306
+155
82
$390K 0.3%
9,845
83
$381K 0.29%
3,210
+86
84
$368K 0.28%
2,817
-310
85
$368K 0.28%
9,839
+969
86
$367K 0.28%
21,299
+310
87
$364K 0.28%
2,609
-2,868
88
$358K 0.27%
6,240
+835
89
$354K 0.27%
6,083
+280
90
$349K 0.27%
58,849
+11,146
91
$334K 0.25%
3,340
-806
92
$331K 0.25%
12,407
+606
93
$327K 0.25%
1,946
+9
94
$325K 0.25%
4,216
-422
95
$324K 0.25%
+5,562
96
$314K 0.24%
3,022
97
$310K 0.24%
2,333
+70
98
$306K 0.23%
2,258
+105
99
$305K 0.23%
15,286
100
$299K 0.23%
7,872
+12
2 3
4
5 6