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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$5.74M
3
+$5.64M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
AAPL icon
Apple
AAPL
+$3.36M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.8%
2 Technology 10.82%
3 Industrials 7.06%
4 Financials 4.94%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$280K 0.23%
+14,614
102
$275K 0.23%
+5,160
103
$274K 0.23%
+2,107
104
$271K 0.22%
+4,955
105
$271K 0.22%
+3,022
106
$265K 0.22%
+4,939
107
$262K 0.22%
+3,430
108
$258K 0.21%
+14,971
109
$257K 0.21%
+1,885
110
$255K 0.21%
+2,474
111
$252K 0.21%
+3,555
112
$250K 0.21%
+6,275
113
$247K 0.2%
+19,416
114
$246K 0.2%
+13,350
115
$245K 0.2%
+4,191
116
$244K 0.2%
+4,853
117
$237K 0.2%
+5,441
118
$236K 0.2%
+7,367
119
$235K 0.19%
+3,081
120
$234K 0.19%
+5,806
121
$232K 0.19%
+2,573
122
$232K 0.19%
+7,032
123
$231K 0.19%
+2,650
124
$230K 0.19%
+7,780
125
$229K 0.19%
+7,467
2 3 4
5
6