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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.08M
3
+$2.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.37M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$1.55M
2
+$1.51M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.48M
5
PNC icon
PNC Financial Services
PNC
+$1.47M

Sector Composition

1 Technology 8.44%
2 Healthcare 5.58%
3 Industrials 4.45%
4 Consumer Staples 3.89%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$381K 0.17%
29,346
+2,000
102
$372K 0.16%
3,843
103
$366K 0.16%
4,391
+68
104
$357K 0.16%
12,909
-674
105
$356K 0.15%
8,687
+145
106
$355K 0.15%
4,422
+825
107
$354K 0.15%
4,034
+272
108
$353K 0.15%
13,737
+1,303
109
$343K 0.15%
15,305
-275
110
$337K 0.15%
3,244
-247
111
$335K 0.15%
3,690
-360
112
$329K 0.14%
7,559
-32
113
$328K 0.14%
2,841
114
$323K 0.14%
3,163
+376
115
$320K 0.14%
4,169
-328
116
$317K 0.14%
23,340
-1,023
117
$303K 0.13%
7,550
+195
118
$302K 0.13%
48,352
-19,520
119
$297K 0.13%
7,543
+2,419
120
$295K 0.13%
4,106
121
$292K 0.13%
8,186
+142
122
$291K 0.13%
11,924
123
$288K 0.13%
2,196
-307
124
$285K 0.12%
2,599
+461
125
$280K 0.12%
226
-1
3 4
5
6 7