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
$146M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.18M
3
+$1.99M
4
ETN icon
Eaton
ETN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.16M

Top Sells

1
+$2.03M
2
+$1.71M
3
+$1.28M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.14M
5
EMC
EMC CORPORATION
EMC
+$1M

Sector Composition

1 Technology 12.53%
2 Healthcare 8.68%
3 Financials 6.7%
4 Consumer Staples 4.95%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$424K 0.29%
9,845
77
$423K 0.29%
4,061
+353
78
$403K 0.28%
4,881
-5,016
79
$397K 0.27%
3,757
80
$392K 0.27%
7,150
+1,681
81
$392K 0.27%
16,298
-3,505
82
$388K 0.27%
12,258
-24,360
83
$387K 0.26%
4,315
-82
84
$384K 0.26%
9,747
+4,455
85
$378K 0.26%
6,983
86
$377K 0.26%
35,908
+5,102
87
$374K 0.26%
4,378
-20
88
$370K 0.25%
4,372
+1,132
89
$367K 0.25%
16,225
-1,950
90
$358K 0.24%
5,137
+447
91
$355K 0.24%
1,997
-149
92
$348K 0.24%
22,420
+4,940
93
$346K 0.24%
22,354
+827
94
$344K 0.23%
3,122
-635
95
$342K 0.23%
3,050
-7
96
$341K 0.23%
15,685
+399
97
$339K 0.23%
2,691
-576
98
$339K 0.23%
4,347
-1,056
99
$317K 0.22%
+10,376
100
$314K 0.21%
4,554
+364
2 3
4
5 6