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
$844M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.5M
3
+$4.03M
4
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.32M
5
WSM icon
Williams-Sonoma
WSM
+$2.07M

Top Sells

1
+$12.2M
2
+$5.31M
3
+$4.59M
4
DRI icon
Darden Restaurants
DRI
+$4.3M
5
YUM icon
Yum! Brands
YUM
+$2.69M

Sector Composition

1 Technology 7.66%
2 Financials 5.89%
3 Consumer Discretionary 4.09%
4 Industrials 3.54%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.87M 0.22%
52,148
+29,360
77
$1.84M 0.22%
17,490
-494
78
$1.78M 0.21%
35,070
-1,104
79
$1.77M 0.21%
36,191
+2,016
80
$1.76M 0.21%
15,234
-2,520
81
$1.68M 0.2%
56,223
-148
82
$1.65M 0.2%
57,951
+329
83
$1.63M 0.19%
9,541
+312
84
$1.57M 0.19%
14,949
+383
85
$1.52M 0.18%
33,806
-8,720
86
$1.52M 0.18%
51,263
-766
87
$1.49M 0.18%
10,255
-146
88
$1.49M 0.18%
58,949
+9,611
89
$1.38M 0.16%
26,096
-1,575
90
$1.36M 0.16%
9,804
+184
91
$1.3M 0.15%
25,096
+5,944
92
$1.28M 0.15%
7,289
93
$1.26M 0.15%
20,710
+1,326
94
$1.23M 0.15%
48,878
+5,782
95
$1.23M 0.15%
12,865
+1,070
96
$1.22M 0.14%
27,962
+4,033
97
$1.21M 0.14%
35,717
+1,331
98
$1.19M 0.14%
34,301
-331
99
$1.15M 0.14%
11,672
-393
100
$1.08M 0.13%
+11,747
2 3
4
5 6