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
$844M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.5M
3
+$4.03M
4
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.32M
5
WSM icon
Williams-Sonoma
WSM
+$2.07M

Top Sells

1
+$12.2M
2
+$5.31M
3
+$4.59M
4
DRI icon
Darden Restaurants
DRI
+$4.3M
5
YUM icon
Yum! Brands
YUM
+$2.69M

Sector Composition

1 Technology 7.66%
2 Financials 5.89%
3 Consumer Discretionary 4.09%
4 Industrials 3.54%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.13%
22,440
+640
102
$1.07M 0.13%
13,401
+657
103
$1.05M 0.12%
8,956
+455
104
$1.03M 0.12%
12,521
+165
105
$1.01M 0.12%
39,970
+7,166
106
$1M 0.12%
29,760
+265
107
$995K 0.12%
10,891
+314
108
$989K 0.12%
20,347
+2,192
109
$988K 0.12%
20,300
+1,300
110
$982K 0.12%
3,863
+195
111
$976K 0.12%
37,434
+6,694
112
$972K 0.12%
25,057
+6,254
113
$916K 0.11%
30,668
-130
114
$904K 0.11%
16,555
-10,113
115
$898K 0.11%
7,527
-1,569
116
$889K 0.11%
7,407
+168
117
$849K 0.1%
55,137
118
$815K 0.1%
16,473
-3,534
119
$814K 0.1%
4,366
-243
120
$807K 0.1%
13,019
+504
121
$796K 0.09%
14,425
-1,022
122
$792K 0.09%
10,453
-750
123
$728K 0.09%
3,254
-435
124
$727K 0.09%
13,529
-371
125
$723K 0.09%
9,741
+2,514
3 4
5
6 7