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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$5.74M
3
+$5.64M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
AAPL icon
Apple
AAPL
+$3.36M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.8%
2 Technology 10.82%
3 Industrials 7.06%
4 Financials 4.94%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.19%
+5,561
127
$229K 0.19%
+1,910
128
$225K 0.19%
+4,340
129
$222K 0.18%
+18,676
130
$221K 0.18%
+4,852
131
$218K 0.18%
+4,077
132
$213K 0.18%
+12,900
133
$212K 0.18%
+9,259
134
$212K 0.18%
+4,635
135
$210K 0.17%
+3,547
136
$209K 0.17%
+1,899
137
$209K 0.17%
+4,590
138
$205K 0.17%
+2,859
139
$204K 0.17%
+3,748
140
$204K 0.17%
+2,642
141
$204K 0.17%
+3,270
142
$204K 0.17%
+1,520
143
$201K 0.17%
+6,109
144
$191K 0.16%
+12,000
145
$184K 0.15%
+20,393
146
$137K 0.11%
+26,962
147
$136K 0.11%
+13,640
148
$84K 0.07%
+14,414
2 3 4 5
6