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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.08M
3
+$2.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.37M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$1.55M
2
+$1.51M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.48M
5
PNC icon
PNC Financial Services
PNC
+$1.47M

Sector Composition

1 Technology 8.44%
2 Healthcare 5.58%
3 Industrials 4.45%
4 Consumer Staples 3.89%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$629K 0.27%
21,092
-1,025
77
$589K 0.26%
23,174
-13,770
78
$587K 0.26%
18,491
+72
79
$584K 0.25%
4,480
-248
80
$583K 0.25%
16,349
-3,268
81
$543K 0.24%
26,177
+298
82
$540K 0.23%
28,283
-247
83
$524K 0.23%
5,824
-340
84
$521K 0.23%
9,097
+289
85
$517K 0.22%
8,414
-492
86
$517K 0.22%
18,121
+3,548
87
$515K 0.22%
9,674
+424
88
$514K 0.22%
20,341
+6,837
89
$495K 0.22%
9,649
-514
90
$494K 0.21%
4,513
-56
91
$470K 0.2%
9,845
92
$470K 0.2%
15,592
+134
93
$465K 0.2%
5,889
-6
94
$450K 0.2%
+15,608
95
$432K 0.19%
11,961
-13
96
$421K 0.18%
6,041
+127
97
$402K 0.17%
9,993
+181
98
$398K 0.17%
15,540
-800
99
$393K 0.17%
4,851
-170
100
$385K 0.17%
2,367
+17
2 3
4
5 6