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
$146M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.18M
3
+$1.99M
4
ETN icon
Eaton
ETN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.16M

Top Sells

1
+$2.03M
2
+$1.71M
3
+$1.28M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.14M
5
EMC
EMC CORPORATION
EMC
+$1M

Sector Composition

1 Technology 12.53%
2 Healthcare 8.68%
3 Financials 6.7%
4 Consumer Staples 4.95%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.21%
10,511
-33,687
102
$309K 0.21%
4,089
-423
103
$306K 0.21%
10,006
-317
104
$304K 0.21%
2,316
105
$304K 0.21%
2,339
+502
106
$303K 0.21%
10,554
-13,614
107
$299K 0.2%
5,522
-41
108
$295K 0.2%
4,991
-151
109
$292K 0.2%
6,398
110
$288K 0.2%
7,032
111
$287K 0.2%
2,503
+29
112
$286K 0.2%
6,179
+652
113
$286K 0.2%
17,152
114
$279K 0.19%
7,890
+12
115
$277K 0.19%
+2,466
116
$276K 0.19%
5,898
-36,436
117
$274K 0.19%
11,607
+2,566
118
$270K 0.18%
5,257
-835
119
$268K 0.18%
2,951
+220
120
$265K 0.18%
2,756
-79
121
$263K 0.18%
12,442
+1,784
122
$262K 0.18%
6,095
+567
123
$260K 0.18%
3,281
-59
124
$260K 0.18%
3,076
-200
125
$255K 0.17%
5,272
3 4
5
6 7