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
$120M
AUM Growth
-$756K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$785K
3
+$611K
4
VLP
Valero Energy Partners LP
VLP
+$598K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$593K

Top Sells

1
+$1.61M
2
+$1.11M
3
+$1.09M
4
MGA icon
Magna International
MGA
+$820K
5
OXY icon
Occidental Petroleum
OXY
+$808K

Sector Composition

1 Energy 14.27%
2 Technology 11.59%
3 Financials 5.88%
4 Industrials 5.52%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.26%
11,801
+1,371
102
$311K 0.26%
+8,870
103
$306K 0.25%
5,549
+1,209
104
$302K 0.25%
+3,688
105
$300K 0.25%
15,286
+672
106
$296K 0.25%
3,022
107
$296K 0.25%
2,263
+156
108
$292K 0.24%
17,380
+2,000
109
$286K 0.24%
6,114
+673
110
$285K 0.24%
+7,860
111
$280K 0.23%
14,970
+1,620
112
$270K 0.22%
2,793
-1,728
113
$266K 0.22%
47,703
+20,741
114
$263K 0.22%
19,416
115
$262K 0.22%
2,153
+243
116
$261K 0.22%
2,165
-986
117
$259K 0.22%
2,474
118
$259K 0.22%
21,008
+2,332
119
$256K 0.21%
3,276
-154
120
$254K 0.21%
6,563
+757
121
$253K 0.21%
3,159
+78
122
$251K 0.21%
+19,256
123
$250K 0.21%
6,544
124
$248K 0.21%
10,272
+1,013
125
$248K 0.21%
8,750
+970
3 4
5
6 7