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
$357M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.39M
3
+$2.58M
4
DRI icon
Darden Restaurants
DRI
+$2.44M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.36M

Top Sells

1
+$6.05M
2
+$2.26M
3
+$2.21M
4
INTC icon
Intel
INTC
+$907K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$578K

Sector Composition

1 Technology 15.25%
2 Consumer Discretionary 6.87%
3 Financials 6.55%
4 Consumer Staples 6.17%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$602K 0.17%
7,392
-347
102
$601K 0.17%
13,780
+43
103
$580K 0.16%
10,389
-629
104
$561K 0.16%
15,680
+280
105
$558K 0.16%
+15,228
106
$557K 0.16%
+10,420
107
$551K 0.15%
19,131
-2,992
108
$544K 0.15%
5,516
+1,500
109
$542K 0.15%
11,956
+1,017
110
$526K 0.15%
+19,142
111
$521K 0.15%
7,083
+225
112
$515K 0.14%
26,467
-2,326
113
$490K 0.14%
+8,057
114
$485K 0.14%
4,279
-633
115
$484K 0.14%
32,618
+785
116
$477K 0.13%
4,750
-986
117
$467K 0.13%
6,298
+557
118
$460K 0.13%
55,434
-728,784
119
$460K 0.13%
18,525
-1,533
120
$459K 0.13%
+10,218
121
$456K 0.13%
+7,876
122
$451K 0.13%
+11,081
123
$450K 0.13%
18,215
124
$443K 0.12%
6,294
+2,037
125
$435K 0.12%
+12,550
3 4
5
6 7