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
$132M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.38M
3
+$1.87M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.34M
5
CSCO icon
Cisco
CSCO
+$1.03M

Top Sells

1
+$5.2M
2
+$1.92M
3
+$1.81M
4
CAH icon
Cardinal Health
CAH
+$1.33M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.2M

Sector Composition

1 Technology 12.61%
2 Financials 6.86%
3 Healthcare 6.65%
4 Energy 6.6%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$296K 0.23%
5,625
+1,113
102
$295K 0.22%
6,414
+300
103
$288K 0.22%
2,862
-569
104
$288K 0.22%
+5,474
105
$284K 0.22%
17,480
+100
106
$283K 0.22%
+31,246
107
$283K 0.22%
8,722
+390
108
$277K 0.21%
+4,253
109
$277K 0.21%
9,170
+420
110
$275K 0.21%
3,206
+47
111
$274K 0.21%
+3,947
112
$273K 0.21%
22,028
+1,020
113
$272K 0.21%
2,474
114
$272K 0.21%
2,771
+437
115
$269K 0.2%
20,176
+920
116
$269K 0.2%
2,331
-624
117
$265K 0.2%
3,276
118
$264K 0.2%
10,707
+435
119
$262K 0.2%
+16,176
120
$262K 0.2%
+1,550
121
$260K 0.2%
2,777
+130
122
$260K 0.2%
2,133
-32
123
$258K 0.2%
+5,471
124
$258K 0.2%
7,032
125
$258K 0.2%
3,202
+444
3 4
5
6 7