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
$132M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.38M
3
+$1.87M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.34M
5
CSCO icon
Cisco
CSCO
+$1.03M

Top Sells

1
+$5.2M
2
+$1.92M
3
+$1.81M
4
CAH icon
Cardinal Health
CAH
+$1.33M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.2M

Sector Composition

1 Technology 12.61%
2 Financials 6.86%
3 Healthcare 6.65%
4 Energy 6.6%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$253K 0.19%
5,596
+1,065
127
$252K 0.19%
9,639
-3,250
128
$251K 0.19%
+2,185
129
$248K 0.19%
15,670
+700
130
$247K 0.19%
3,018
+30
131
$238K 0.18%
+1,844
132
$238K 0.18%
1,874
+28
133
$236K 0.18%
3,965
+180
134
$234K 0.18%
+5,290
135
$234K 0.18%
+3,091
136
$233K 0.18%
7,557
-88
137
$233K 0.18%
19,223
+3,829
138
$230K 0.17%
5,272
139
$228K 0.17%
6,878
+315
140
$222K 0.17%
+1,520
141
$221K 0.17%
15,216
+700
142
$219K 0.17%
2,306
-96
143
$214K 0.16%
+4,413
144
$213K 0.16%
2,827
-307
145
$210K 0.16%
+9,108
146
$210K 0.16%
3,748
147
$210K 0.16%
+2,547
148
$209K 0.16%
1,787
149
$209K 0.16%
+1,746
150
$207K 0.16%
+2,557
4 5
6
7 8