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
$357M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.39M
3
+$2.58M
4
DRI icon
Darden Restaurants
DRI
+$2.44M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.36M

Top Sells

1
+$6.05M
2
+$2.26M
3
+$2.21M
4
INTC icon
Intel
INTC
+$907K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$578K

Sector Composition

1 Technology 15.25%
2 Consumer Discretionary 6.87%
3 Financials 6.55%
4 Consumer Staples 6.17%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$953K 0.27%
9,742
+4,963
77
$947K 0.27%
10,194
+353
78
$913K 0.26%
10,878
+300
79
$899K 0.25%
15,470
+3,866
80
$896K 0.25%
15,683
-219
81
$895K 0.25%
7,290
-1,684
82
$887K 0.25%
16,554
-258
83
$883K 0.25%
25,070
+2,083
84
$881K 0.25%
9,003
-87
85
$843K 0.24%
4,710
+2,315
86
$788K 0.22%
7,289
87
$732K 0.21%
+11,022
88
$724K 0.2%
20,580
-62,700
89
$703K 0.2%
16,411
-4,412
90
$699K 0.2%
13,321
-5,770
91
$684K 0.19%
9,028
+4,746
92
$682K 0.19%
8,489
+608
93
$670K 0.19%
6,392
+1
94
$658K 0.18%
+25,308
95
$641K 0.18%
20,761
+200
96
$635K 0.18%
5,777
97
$621K 0.17%
14,842
98
$620K 0.17%
7,835
+3,393
99
$607K 0.17%
23,143
-169
100
$605K 0.17%
+5,264
2 3
4
5 6