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
$120M
AUM Growth
-$756K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$785K
3
+$611K
4
VLP
Valero Energy Partners LP
VLP
+$598K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$593K

Top Sells

1
+$1.61M
2
+$1.11M
3
+$1.09M
4
MGA icon
Magna International
MGA
+$820K
5
OXY icon
Occidental Petroleum
OXY
+$808K

Sector Composition

1 Energy 14.27%
2 Technology 11.59%
3 Financials 5.88%
4 Industrials 5.52%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$246K 0.2%
5,886
+325
127
$245K 0.2%
8,416
-3,995
128
$242K 0.2%
+4,095
129
$239K 0.2%
8,332
+965
130
$239K 0.2%
+2,402
131
$238K 0.2%
7,032
132
$237K 0.2%
+2,647
133
$235K 0.2%
7,645
+178
134
$235K 0.2%
3,134
+275
135
$232K 0.19%
1,846
-39
136
$231K 0.19%
+4,531
137
$229K 0.19%
14,516
+1,616
138
$220K 0.18%
5,687
-1,999
139
$219K 0.18%
+3,785
140
$219K 0.18%
+12,760
141
$218K 0.18%
4,956
+321
142
$217K 0.18%
+5,272
143
$215K 0.18%
1,341
-179
144
$213K 0.18%
2,758
+116
145
$213K 0.18%
2,334
-8,856
146
$212K 0.18%
6,231
+122
147
$211K 0.18%
+4,069
148
$210K 0.17%
+4,512
149
$205K 0.17%
3,748
150
$202K 0.17%
1,787
-112
3 4 5
6
7